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 | $217,343 | $114,119+90.5% | $107,187+102.8% | $138,895+56.5% |
| Participation rate | 30.8% | 78.1%-47.3pp | 75.0%-44.3pp | 79.9%-49.1pp |
| Annual return | 15.64% | 273.21%-257.6pp | 204.55%-188.9pp | 145.39%-129.8pp |
| Employer contribution / active EE | $283 | $4,059-93.0% | $3,782-92.5% | $4,194-93.3% |
| Participant deferral / active EE | $2,134 | $5,538-61.5% | $5,096-58.1% | $6,396-66.6% |
| Admin fee / account holder | $4,233 | $10,024-57.8% | $9,162-53.8% | $12,562-66.3% |