Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $24,544 | $76,407-67.9% | $150,298-83.7% | $82,448-70.2% |
| Participation rate | 28.1% | 66.4%-38.3pp | 77.8%-49.7pp | 68.1%-40.0pp |
| Annual return | 19.17% | 39.99%-20.8pp | 62.79%-43.6pp | 41.64%-22.5pp |
| Employer contribution / active EE | $86 | $2,614-96.7% | $4,154-97.9% | $2,551-96.6% |
| Participant deferral / active EE | $1,892 | $3,214-41.1% | $5,453-65.3% | $4,139-54.3% |
| Admin fee / account holder | $308 | $6,352-95.1% | $14,116-97.8% | $7,234-95.7% |