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 | $139,925 | $81,504+71.7% | $102,437+36.6% | $80,959+72.8% |
| Participation rate | 24.4% | 66.9%-42.5pp | 74.5%-50.1pp | 67.7%-43.3pp |
| Annual return | 18.59% | 25.60%-7.0pp | 24.95%-6.4pp | 35.67%-17.1pp |
| Employer contribution / active EE | $779 | $3,104-74.9% | $3,871-79.9% | $2,757-71.7% |
| Participant deferral / active EE | $2,266 | $3,871-41.5% | $5,060-55.2% | $4,300-47.3% |
| Admin fee / account holder | $1,759 | $6,719-73.8% | $8,388-79.0% | $6,925-74.6% |