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 | $74,786 | $156,616-52.2% | $133,346-43.9% | $198,609-62.3% |
| Participation rate | 53.8% | 77.7%-23.9pp | 72.8%-19.0pp | 82.4%-28.5pp |
| Annual return | 14.83% | 44.25%-29.4pp | 36.85%-22.0pp | 202.70%-187.9pp |
| Employer contribution / active EE | $557 | $3,368-83.5% | $2,853-80.5% | $5,055-89.0% |
| Participant deferral / active EE | $1,908 | $4,920-61.2% | $4,332-55.9% | $6,977-72.6% |
| Admin fee / account holder | $10,039 | $17,468-42.5% | $14,264-29.6% | $19,030-47.2% |