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 | $100,327 | $104,251-3.8% | $91,004+10.2% | $147,586-32.0% |
| Participation rate | 66.7% | 78.2%-11.6pp | 75.6%-8.9pp | 82.8%-16.2pp |
| Annual return | 9.92% | 27.06%-17.1pp | 4.60%+5.3pp | 578.59%-568.7pp |
| Employer contribution / active EE | $297 | $3,116-90.5% | $2,456-87.9% | $4,876-93.9% |
| Participant deferral / active EE | $5,998 | $4,195+43.0% | $3,548+69.1% | $5,439+10.3% |
| Admin fee / account holder | $3,925 | $8,948-56.1% | $5,417-27.5% | $10,886-63.9% |