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 | $82,487 | $86,288-4.4% | $111,306-25.9% | $85,851-3.9% |
| Participation rate | 56.8% | 73.3%-16.5pp | 77.3%-20.5pp | 69.3%-12.5pp |
| Annual return | 13.48% | 19.99%-6.5pp | 54.67%-41.2pp | 318.63%-305.2pp |
| Employer contribution / active EE | $407 | $2,044-80.1% | $2,732-85.1% | $2,565-84.1% |
| Participant deferral / active EE | $4,568 | $3,641+25.5% | $4,488+1.8% | $3,952+15.6% |
| Admin fee / account holder | $7,481 | $8,189-8.6% | $7,966-6.1% | $6,261+19.5% |