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 | $33,231 | $172,111-80.7% | $150,298-77.9% | $137,256-75.8% |
| Participation rate | 62.5% | 81.7%-19.2pp | 77.8%-15.3pp | 80.0%-17.5pp |
| Annual return | 17.09% | 69.37%-52.3pp | 62.79%-45.7pp | 220.34%-203.3pp |
| Employer contribution / active EE | $810 | $4,636-82.5% | $4,154-80.5% | $4,156-80.5% |
| Participant deferral / active EE | $2,689 | $6,166-56.4% | $5,453-50.7% | $6,407-58.0% |
| Admin fee / account holder | $435 | $16,471-97.4% | $14,116-96.9% | $12,270-96.5% |