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 | $108,918 | $47,479+129.4% | $62,929+73.1% | $82,448+32.1% |
| Participation rate | 13.2% | 66.9%-53.7pp | 73.1%-60.0pp | 68.1%-54.9pp |
| Annual return | 14.25% | 20.34%-6.1pp | 1063.93%-1049.7pp | 41.64%-27.4pp |
| Employer contribution / active EE | $322 | $1,885-82.9% | $2,505-87.1% | $2,551-87.4% |
| Participant deferral / active EE | $1,867 | $2,870-35.0% | $3,888-52.0% | $4,139-54.9% |
| Admin fee / account holder | $760 | $3,804-80.0% | $5,065-85.0% | $7,234-89.5% |