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 | $100,310 | $78,670+27.5% | $109,173-8.1% | $85,847+16.8% |
| Participation rate | 69.1% | 68.3%+0.8pp | 75.9%-6.8pp | 69.3%-0.2pp |
| Annual return | 19.92% | 25.09%-5.2pp | 25.75%-5.8pp | 318.61%-298.7pp |
| Employer contribution / active EE | $600 | $2,734-78.0% | $3,723-83.9% | $2,565-76.6% |
| Participant deferral / active EE | $3,493 | $3,467+0.7% | $4,654-24.9% | $3,952-11.6% |
| Admin fee / account holder | $5,979 | $5,469+9.3% | $6,755-11.5% | $6,261-4.5% |