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 | $132,497 | $101,950+30.0% | $125,529+5.6% | $86,983+52.3% |
| Participation rate | 62.1% | 70.2%-8.1pp | 74.7%-12.7pp | 69.5%-7.5pp |
| Annual return | 12.58% | 18.29%-5.7pp | 202.56%-190.0pp | 25.83%-13.2pp |
| Employer contribution / active EE | $306 | $2,358-87.0% | $3,058-90.0% | $2,584-88.2% |
| Participant deferral / active EE | $3,062 | $3,862-20.7% | $4,813-36.4% | $4,194-27.0% |
| Admin fee / account holder | $344 | $12,791-97.3% | $16,298-97.9% | $7,856-95.6% |