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 | $116,457 | $212,386-45.2% | $199,883-41.7% | $138,895-16.2% |
| Participation rate | 43.8% | 87.4%-43.6pp | 86.8%-43.0pp | 79.9%-36.2pp |
| Annual return | 34.39% | 47.75%-13.4pp | 43.81%-9.4pp | 145.39%-111.0pp |
| Employer contribution / active EE | $1,022 | $6,625-84.6% | $6,261-83.7% | $4,194-75.6% |
| Participant deferral / active EE | $3,928 | $9,617-59.2% | $9,138-57.0% | $6,396-38.6% |
| Admin fee / account holder | $14,414 | $18,233-20.9% | $17,268-16.5% | $12,562+14.7% |