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 | $94,011 | $57,073+64.7% | $85,126+10.4% | $80,925+16.2% |
| Participation rate | 34.9% | 56.4%-21.5pp | 67.5%-32.6pp | 67.7%-32.8pp |
| Annual return | 22.28% | 21.69%+0.6pp | 66.63%-44.4pp | 35.65%-13.4pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $2,731-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,010 | $3,113-35.4% | $4,523-55.6% | $4,299-53.2% |
| Admin fee / account holder | $1,033 | $4,988-79.3% | $6,160-83.2% | $6,940-85.1% |