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 | $42,237 | $101,950-58.6% | $125,529-66.4% | $86,983-51.4% |
| Participation rate | 57.3% | 70.2%-12.9pp | 74.7%-17.4pp | 69.5%-12.2pp |
| Annual return | 13.81% | 18.29%-4.5pp | 202.56%-188.7pp | 25.83%-12.0pp |
| Employer contribution / active EE | $136 | $2,358-94.2% | $3,058-95.5% | $2,584-94.7% |
| Participant deferral / active EE | $2,206 | $3,862-42.9% | $4,813-54.2% | $4,194-47.4% |
| Admin fee / account holder | $1,611 | $12,791-87.4% | $16,298-90.1% | $7,856-79.5% |