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 | $106,006 | $75,541+40.3% | $152,093-30.3% | $82,637+28.3% |
| Participation rate | 14.7% | 66.5%-51.8pp | 77.8%-63.1pp | 68.1%-53.3pp |
| Annual return | 15.82% | 32.56%-16.7pp | 66.36%-50.5pp | 53.51%-37.7pp |
| Employer contribution / active EE | $260 | $2,622-90.1% | $4,175-93.8% | $2,552-89.8% |
| Participant deferral / active EE | $963 | $3,206-70.0% | $5,451-82.3% | $4,126-76.7% |
| Admin fee / account holder | $790 | $6,405-87.7% | $14,497-94.5% | $7,339-89.2% |