Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,185 | $93,345-17.3% | $119,126-35.2% | $87,485-11.8% |
| Participation rate | 25.0% | 68.7%-43.7pp | 75.8%-50.8pp | 68.9%-43.9pp |
| Annual return | 15.28% | 19.08%-3.8pp | 282.11%-266.8pp | 26.06%-10.8pp |
| Employer contribution / active EE | $422 | $3,172-86.7% | $4,034-89.5% | $2,596-83.8% |
| Participant deferral / active EE | $2,816 | $4,099-31.3% | $5,318-47.1% | $4,274-34.1% |
| Admin fee / account holder | $1,519 | $8,039-81.1% | $10,693-85.8% | $7,775-80.5% |