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 | $221,185 | $227,291-2.7% | $214,702+3.0% | $155,188+42.5% |
| Participation rate | 66.7% | 88.0%-21.3pp | 87.5%-20.8pp | 80.8%-14.1pp |
| Annual return | 20.02% | 60.08%-40.1pp | 54.55%-34.5pp | 148.84%-128.8pp |
| Employer contribution / active EE | $1,003 | $6,772-85.2% | $6,461-84.5% | $4,248-76.4% |
| Participant deferral / active EE | $8,113 | $9,582-15.3% | $9,147-11.3% | $6,531+24.2% |
| Admin fee / account holder | $2,053 | $20,413-89.9% | $19,830-89.6% | $14,480-85.8% |