Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $27,140 | $58,848-53.9% | $88,179-69.2% | $82,637-67.2% |
| Participation rate | 28.9% | 57.9%-29.0pp | 69.1%-40.2pp | 68.1%-39.1pp |
| Annual return | 25.97% | 22.76%+3.2pp | 64.97%-39.0pp | 53.51%-27.5pp |
| Employer contribution / active EE | $0 | $1,678-100.0% | $2,549-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,334 | $3,124-25.3% | $4,614-49.4% | $4,126-43.4% |
| Admin fee / account holder | $5,788 | $4,795+20.7% | $7,673-24.6% | $7,339-21.1% |