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 | $88,561 | $184,014-51.9% | $161,149-45.0% | $138,895-36.2% |
| Participation rate | 59.1% | 82.1%-23.0pp | 78.8%-19.7pp | 79.9%-20.8pp |
| Annual return | 14.09% | 21.52%-7.4pp | 21.16%-7.1pp | 145.39%-131.3pp |
| Employer contribution / active EE | $313 | $5,055-93.8% | $4,360-92.8% | $4,194-92.5% |
| Participant deferral / active EE | $3,124 | $6,909-54.8% | $6,153-49.2% | $6,396-51.2% |
| Admin fee / account holder | $6,667 | $18,027-63.0% | $15,194-56.1% | $12,562-46.9% |