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 | $53,363 | $58,828-9.3% | $78,002-31.6% | $62,881-15.1% |
| Participation rate | 50.0% | 71.1%-21.1pp | 75.5%-25.5pp | 69.3%-19.3pp |
| Annual return | 22.44% | 17.16%+5.3pp | 425.99%-403.5pp | 20.14%+2.3pp |
| Employer contribution / active EE | $69 | $1,672-95.9% | $2,470-97.2% | $2,281-97.0% |
| Participant deferral / active EE | $2,930 | $2,686+9.1% | $3,497-16.2% | $3,203-8.5% |
| Admin fee / account holder | $833 | $4,393-81.0% | $5,481-84.8% | $4,296-80.6% |