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 | $175,394 | $181,062-3.1% | $158,223+10.9% | $155,188+13.0% |
| Participation rate | 33.3% | 82.7%-49.3pp | 79.2%-45.9pp | 80.8%-47.5pp |
| Annual return | 17.78% | 57.39%-39.6pp | 52.09%-34.3pp | 148.84%-131.1pp |
| Employer contribution / active EE | $790 | $4,565-82.7% | $4,109-80.8% | $4,248-81.4% |
| Participant deferral / active EE | $4,056 | $6,134-33.9% | $5,467-25.8% | $6,531-37.9% |
| Admin fee / account holder | $855 | $18,825-95.5% | $16,047-94.7% | $14,480-94.1% |