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 | $101,055 | $136,860-26.2% | $120,344-16.0% | $154,746-34.7% |
| Participation rate | 69.6% | 79.9%-10.3pp | 76.7%-7.1pp | 80.7%-11.1pp |
| Annual return | 27.14% | 21.38%+5.8pp | 20.30%+6.8pp | 172.34%-145.2pp |
| Employer contribution / active EE | $368 | $3,533-89.6% | $3,020-87.8% | $4,379-91.6% |
| Participant deferral / active EE | $2,475 | $5,793-57.3% | $5,135-51.8% | $6,730-63.2% |
| Admin fee / account holder | $7,843 | $15,393-49.0% | $12,742-38.4% | $14,365-45.4% |