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 | $113,753 | $124,980-9.0% | $108,359+5.0% | $154,746-26.5% |
| Participation rate | 57.9% | 75.2%-17.3pp | 70.1%-12.2pp | 80.7%-22.8pp |
| Annual return | 14.42% | 45.00%-30.6pp | 36.89%-22.5pp | 172.34%-157.9pp |
| Employer contribution / active EE | $277 | $2,851-90.3% | $2,399-88.5% | $4,379-93.7% |
| Participant deferral / active EE | $1,283 | $4,743-72.9% | $4,137-69.0% | $6,730-80.9% |
| Admin fee / account holder | $7,339 | $11,502-36.2% | $9,741-24.7% | $14,365-48.9% |