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 | $29,854 | $50,554-40.9% | $67,681-55.9% | $87,485-65.9% |
| Participation rate | 26.8% | 67.7%-40.9pp | 73.7%-46.9pp | 68.9%-42.1pp |
| Annual return | 16.66% | 17.81%-1.2pp | 590.58%-573.9pp | 26.06%-9.4pp |
| Employer contribution / active EE | $58 | $1,988-97.1% | $2,678-97.8% | $2,596-97.8% |
| Participant deferral / active EE | $2,387 | $2,961-19.4% | $3,976-40.0% | $4,274-44.1% |
| Admin fee / account holder | $10,349 | $4,132+150.4% | $6,100+69.7% | $7,775+33.1% |