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 | $75,893 | $62,583+21.3% | $76,767-1.1% | $64,173+18.3% |
| Participation rate | 55.7% | 72.8%-17.1pp | 77.0%-21.2pp | 69.6%-13.8pp |
| Annual return | 16.68% | -1.95%+18.6pp | 2.43%+14.2pp | 7.63%+9.0pp |
| Employer contribution / active EE | $218 | $1,832-88.1% | $2,485-91.2% | $2,381-90.8% |
| Participant deferral / active EE | $1,872 | $3,145-40.5% | $3,852-51.4% | $3,470-46.0% |
| Admin fee / account holder | $1,843 | $4,667-60.5% | $6,675-72.4% | $4,887-62.3% |