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 | $76,191 | $167,415-54.5% | $140,514-45.8% | $198,609-61.6% |
| Participation rate | 66.7% | 80.9%-14.2pp | 77.8%-11.1pp | 82.4%-15.7pp |
| Annual return | 11.51% | 13.85%-2.3pp | 14.36%-2.8pp | 202.70%-191.2pp |
| Employer contribution / active EE | $353 | $4,088-91.4% | $3,378-89.5% | $5,055-93.0% |
| Participant deferral / active EE | $3,243 | $5,579-41.9% | $4,919-34.1% | $6,977-53.5% |
| Admin fee / account holder | $6,900 | $16,730-58.8% | $13,697-49.6% | $19,030-63.7% |