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 | $124,344 | $184,014-32.4% | $161,149-22.8% | $138,895-10.5% |
| Participation rate | 63.2% | 82.1%-18.9pp | 78.8%-15.7pp | 79.9%-16.8pp |
| Annual return | 13.32% | 21.52%-8.2pp | 21.16%-7.8pp | 145.39%-132.1pp |
| Employer contribution / active EE | $676 | $5,055-86.6% | $4,360-84.5% | $4,194-83.9% |
| Participant deferral / active EE | $3,658 | $6,909-47.1% | $6,153-40.5% | $6,396-42.8% |
| Admin fee / account holder | $3,542 | $18,027-80.4% | $15,194-76.7% | $12,562-71.8% |