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 | $76,650 | $95,404-19.7% | $113,397-32.4% | $82,637-7.2% |
| Participation rate | 48.1% | 72.8%-24.7pp | 76.5%-28.3pp | 68.1%-19.9pp |
| Annual return | 16.58% | 19.08%-2.5pp | 23.20%-6.6pp | 53.51%-36.9pp |
| Employer contribution / active EE | $624 | $2,307-73.0% | $2,977-79.1% | $2,552-75.6% |
| Participant deferral / active EE | $2,380 | $4,220-43.6% | $5,076-53.1% | $4,126-42.3% |
| Admin fee / account holder | $2,471 | $9,168-73.0% | $11,957-79.3% | $7,339-66.3% |