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 | $75,666 | $126,661-40.3% | $113,397-33.3% | $138,895-45.5% |
| Participation rate | 35.0% | 79.4%-44.4pp | 76.5%-41.5pp | 79.9%-44.9pp |
| Annual return | 15.36% | 25.05%-9.7pp | 23.20%-7.8pp | 145.39%-130.0pp |
| Employer contribution / active EE | $121 | $3,456-96.5% | $2,977-95.9% | $4,194-97.1% |
| Participant deferral / active EE | $2,039 | $5,693-64.2% | $5,076-59.8% | $6,396-68.1% |
| Admin fee / account holder | $8,278 | $14,549-43.1% | $11,957-30.8% | $12,562-34.1% |