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 | $133,783 | $76,834+74.1% | $108,359+23.5% | $87,485+52.9% |
| Participation rate | 52.4% | 61.7%-9.3pp | 70.1%-17.7pp | 68.9%-16.6pp |
| Annual return | 13.28% | 19.09%-5.8pp | 36.89%-23.6pp | 26.06%-12.8pp |
| Employer contribution / active EE | $91 | $1,556-94.2% | $2,399-96.2% | $2,596-96.5% |
| Participant deferral / active EE | $2,470 | $3,100-20.3% | $4,137-40.3% | $4,274-42.2% |
| Admin fee / account holder | $687 | $6,537-89.5% | $9,741-92.9% | $7,775-91.2% |