Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $178,984 | $110,337+62.2% | $102,383+74.8% | $145,877+22.7% |
| Participation rate | 7.7% | 77.9%-70.2pp | 74.5%-66.8pp | 80.3%-72.6pp |
| Annual return | 9.67% | 24.83%-15.2pp | 24.94%-15.3pp | 551.28%-541.6pp |
| Employer contribution / active EE | $277 | $4,216-93.4% | $3,870-92.8% | $4,663-94.1% |
| Participant deferral / active EE | $3,885 | $5,621-30.9% | $5,060-23.2% | $6,691-41.9% |
| Admin fee / account holder | $644 | $9,750-93.4% | $8,391-92.3% | $13,402-95.2% |