Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $142,106 | $178,174-20.2% | $156,181-9.0% | $137,256+3.5% |
| Participation rate | 38.5% | 82.0%-43.6pp | 78.8%-40.4pp | 80.0%-41.5pp |
| Annual return | 14.07% | 84.19%-70.1pp | 64.87%-50.8pp | 220.34%-206.3pp |
| Employer contribution / active EE | $1,035 | $4,972-79.2% | $4,294-75.9% | $4,156-75.1% |
| Participant deferral / active EE | $3,570 | $6,888-48.2% | $6,132-41.8% | $6,407-44.3% |
| Admin fee / account holder | $563 | $17,404-96.8% | $14,586-96.1% | $12,270-95.4% |