Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $167,042 | $126,661+31.9% | $113,397+47.3% | $138,895+20.3% |
| Participation rate | 8.3% | 79.4%-71.1pp | 76.5%-68.2pp | 79.9%-71.6pp |
| Annual return | 17.25% | 25.05%-7.8pp | 23.20%-6.0pp | 145.39%-128.1pp |
| Employer contribution / active EE | $281 | $3,456-91.9% | $2,977-90.6% | $4,194-93.3% |
| Participant deferral / active EE | $2,896 | $5,693-49.1% | $5,076-43.0% | $6,396-54.7% |
| Admin fee / account holder | $655 | $14,549-95.5% | $11,957-94.5% | $12,562-94.8% |