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 | $129,023 | $213,785-39.6% | $185,441-30.4% | $155,188-16.9% |
| Participation rate | 38.1% | 83.2%-45.1pp | 80.3%-42.2pp | 80.8%-42.7pp |
| Annual return | 19.89% | 19.97%-0.1pp | 20.16%-0.3pp | 148.84%-128.9pp |
| Employer contribution / active EE | $821 | $5,393-84.8% | $4,672-82.4% | $4,248-80.7% |
| Participant deferral / active EE | $2,675 | $6,864-61.0% | $6,152-56.5% | $6,531-59.0% |
| Admin fee / account holder | $1,458 | $21,134-93.1% | $17,890-91.9% | $14,480-89.9% |