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 | $73,932 | $83,485-11.4% | $125,195-40.9% | $72,976+1.3% |
| Participation rate | 58.4% | 73.3%-14.9pp | 79.8%-21.3pp | 69.5%-11.0pp |
| Annual return | 20.15% | 25.77%-5.6pp | 43.79%-23.6pp | 81.02%-60.9pp |
| Employer contribution / active EE | $514 | $2,346-78.1% | $3,866-86.7% | $2,440-78.9% |
| Participant deferral / active EE | $3,994 | $3,586+11.4% | $4,937-19.1% | $3,608+10.7% |
| Admin fee / account holder | $17,380 | $5,518+215.0% | $9,704+79.1% | $5,124+239.2% |