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 | $106,793 | $96,289+10.9% | $213,469-50.0% | $87,485+22.1% |
| Participation rate | 68.0% | 69.6%-1.6pp | 77.1%-9.1pp | 68.9%-0.9pp |
| Annual return | 15.45% | 17.78%-2.3pp | 20.58%-5.1pp | 26.06%-10.6pp |
| Employer contribution / active EE | $754 | $3,035-75.2% | $4,994-84.9% | $2,596-71.0% |
| Participant deferral / active EE | $3,044 | $4,750-35.9% | $6,841-55.5% | $4,274-28.8% |
| Admin fee / account holder | $2,309 | $9,670-76.1% | $27,141-91.5% | $7,775-70.3% |