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 | $196,156 | $95,404+105.6% | $113,397+73.0% | $82,637+137.4% |
| Participation rate | 69.2% | 72.8%-3.6pp | 76.5%-7.3pp | 68.1%+1.2pp |
| Annual return | 18.96% | 19.08%-0.1pp | 23.20%-4.2pp | 53.51%-34.6pp |
| Employer contribution / active EE | $678 | $2,307-70.6% | $2,977-77.2% | $2,552-73.4% |
| Participant deferral / active EE | $3,969 | $4,220-5.9% | $5,076-21.8% | $4,126-3.8% |
| Admin fee / account holder | $2,179 | $9,168-76.2% | $11,957-81.8% | $7,339-70.3% |