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 | $149,342 | $86,288+73.1% | $111,306+34.2% | $85,851+74.0% |
| Participation rate | 36.1% | 73.3%-37.3pp | 77.3%-41.3pp | 69.3%-33.3pp |
| Annual return | 14.43% | 19.99%-5.6pp | 54.67%-40.2pp | 318.63%-304.2pp |
| Employer contribution / active EE | $253 | $2,044-87.6% | $2,732-90.7% | $2,565-90.1% |
| Participant deferral / active EE | $1,688 | $3,641-53.6% | $4,488-62.4% | $3,952-57.3% |
| Admin fee / account holder | $1,128 | $8,189-86.2% | $7,966-85.8% | $6,261-82.0% |