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 | $47,534 | $181,896-73.9% | $156,551-69.6% | $273,972-82.6% |
| Participation rate | 65.0% | 88.4%-23.4pp | 84.0%-19.0pp | 83.0%-18.0pp |
| Annual return | 5.09% | 30.74%-25.7pp | 32.23%-27.1pp | 41.46%-36.4pp |
| Employer contribution / active EE | $818 | $6,248-86.9% | $5,501-85.1% | $4,869-83.2% |
| Participant deferral / active EE | $2,723 | $5,550-50.9% | $4,871-44.1% | $5,287-48.5% |
| Admin fee / account holder | $551 | $15,560-96.5% | $13,028-95.8% | $10,133-94.6% |