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 | $101,002 | $251,004-59.8% | $191,597-47.3% | $138,895-27.3% |
| Participation rate | 61.5% | 82.4%-20.8pp | 76.9%-15.4pp | 79.9%-18.4pp |
| Annual return | 12.14% | 31.05%-18.9pp | 27.07%-14.9pp | 145.39%-133.3pp |
| Employer contribution / active EE | $1,197 | $6,226-80.8% | $5,025-76.2% | $4,194-71.5% |
| Participant deferral / active EE | $2,942 | $8,154-63.9% | $6,850-57.1% | $6,396-54.0% |
| Admin fee / account holder | $6,333 | $31,471-79.9% | $22,799-72.2% | $12,562-49.6% |