Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $53,298 | $185,312-71.2% | $161,489-67.0% | $154,746-65.6% |
| Participation rate | 27.3% | 82.5%-55.2pp | 78.7%-51.4pp | 80.7%-53.4pp |
| Annual return | 17.95% | 103.84%-85.9pp | 89.72%-71.8pp | 172.34%-154.4pp |
| Employer contribution / active EE | $746 | $4,769-84.4% | $4,268-82.5% | $4,379-83.0% |
| Participant deferral / active EE | $3,842 | $6,350-39.5% | $5,630-31.8% | $6,730-42.9% |
| Admin fee / account holder | $951 | $18,654-94.9% | $16,006-94.1% | $14,365-93.4% |