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 | $88,873 | $106,236-16.3% | $96,496-7.9% | $139,427-36.3% |
| Participation rate | 61.9% | 77.8%-15.9pp | 74.3%-12.4pp | 80.3%-18.4pp |
| Annual return | 16.50% | 38.43%-21.9pp | 35.70%-19.2pp | 373.27%-356.8pp |
| Employer contribution / active EE | $471 | $4,104-88.5% | $3,738-87.4% | $4,752-90.1% |
| Participant deferral / active EE | $2,571 | $5,455-52.9% | $4,879-47.3% | $6,711-61.7% |
| Admin fee / account holder | $4,824 | $7,879-38.8% | $6,731-28.3% | $11,404-57.7% |