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 | $108,597 | $81,504+33.2% | $102,437+6.0% | $80,959+34.1% |
| Participation rate | 13.7% | 66.9%-53.2pp | 74.5%-60.8pp | 67.7%-54.0pp |
| Annual return | 15.65% | 25.60%-9.9pp | 24.95%-9.3pp | 35.67%-20.0pp |
| Employer contribution / active EE | $656 | $3,104-78.9% | $3,871-83.1% | $2,757-76.2% |
| Participant deferral / active EE | $1,716 | $3,871-55.7% | $5,060-66.1% | $4,300-60.1% |
| Admin fee / account holder | $2,661 | $6,719-60.4% | $8,388-68.3% | $6,925-61.6% |