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 | $154,515 | $127,790+20.9% | $106,555+45.0% | $167,536-7.8% |
| Participation rate | 66.7% | 78.3%-11.6pp | 76.1%-9.5pp | 82.1%-15.4pp |
| Annual return | 14.47% | 33.88%-19.4pp | 26.80%-12.3pp | 478.82%-464.3pp |
| Employer contribution / active EE | $297 | $3,428-91.3% | $2,819-89.5% | $4,839-93.9% |
| Participant deferral / active EE | $4,602 | $5,088-9.6% | $4,399+4.6% | $6,342-27.4% |
| Admin fee / account holder | $14,502 | $11,229+29.1% | $7,408+95.8% | $12,315+17.8% |