Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $216,330 | $95,453+126.6% | $112,040+93.1% | $82,448+162.4% |
| Participation rate | 48.7% | 72.8%-24.0pp | 76.5%-27.8pp | 68.1%-19.3pp |
| Annual return | 16.64% | 23.92%-7.3pp | 24.52%-7.9pp | 41.64%-25.0pp |
| Employer contribution / active EE | $467 | $2,318-79.9% | $2,954-84.2% | $2,551-81.7% |
| Participant deferral / active EE | $2,652 | $4,224-37.2% | $5,098-48.0% | $4,139-35.9% |
| Admin fee / account holder | $7,096 | $9,013-21.3% | $12,098-41.3% | $7,234-1.9% |