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 | $55,681 | $56,054-0.7% | $171,082-67.5% | $62,881-11.4% |
| Participation rate | 58.6% | 62.9%-4.3pp | 76.7%-18.1pp | 69.3%-10.7pp |
| Annual return | 7.18% | 22.52%-15.3pp | 32.56%-25.4pp | 20.14%-13.0pp |
| Employer contribution / active EE | $132 | $1,731-92.4% | $4,002-96.7% | $2,281-94.2% |
| Participant deferral / active EE | $3,319 | $3,158+5.1% | $4,797-30.8% | $3,203+3.6% |
| Admin fee / account holder | $376 | $3,647-89.7% | $8,520-95.6% | $4,296-91.2% |