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 | $78,979 | $81,487-3.1% | $102,412-22.9% | $80,935-2.4% |
| Participation rate | 67.9% | 66.8%+1.0pp | 74.5%-6.6pp | 67.7%+0.2pp |
| Annual return | 15.44% | 25.60%-10.2pp | 24.94%-9.5pp | 35.66%-20.2pp |
| Employer contribution / active EE | $367 | $3,103-88.2% | $3,870-90.5% | $2,757-86.7% |
| Participant deferral / active EE | $3,358 | $3,871-13.2% | $5,060-33.6% | $4,299-21.9% |
| Admin fee / account holder | $2,376 | $6,717-64.6% | $8,388-71.7% | $6,924-65.7% |