Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $56,580 | $209,336-73.0% | $197,124-71.3% | $137,256-58.8% |
| Participation rate | 60.0% | 87.3%-27.3pp | 86.7%-26.7pp | 80.0%-20.0pp |
| Annual return | 17.76% | 48.09%-30.3pp | 44.34%-26.6pp | 220.34%-202.6pp |
| Employer contribution / active EE | $1,281 | $6,591-80.6% | $6,227-79.4% | $4,156-69.2% |
| Participant deferral / active EE | $3,618 | $9,614-62.4% | $9,135-60.4% | $6,407-43.5% |
| Admin fee / account holder | $763 | $17,308-95.6% | $16,298-95.3% | $12,270-93.8% |