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 | $245,200 | $105,856+131.6% | $90,161+172.0% | $147,585+66.1% |
| Participation rate | 42.9% | 79.7%-36.9pp | 76.9%-34.0pp | 82.8%-40.0pp |
| Annual return | 20.40% | 37.63%-17.2pp | 34.89%-14.5pp | 578.58%-558.2pp |
| Employer contribution / active EE | $177 | $4,126-95.7% | $3,318-94.7% | $4,876-96.4% |
| Participant deferral / active EE | $3,714 | $5,733-35.2% | $5,287-29.8% | $5,439-31.7% |
| Admin fee / account holder | $542 | $8,046-93.3% | $5,943-90.9% | $10,886-95.0% |