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 | $83,687 | $138,312-39.5% | $122,979-32.0% | $155,188-46.1% |
| Participation rate | 52.6% | 80.2%-27.6pp | 77.2%-24.6pp | 80.8%-28.2pp |
| Annual return | 16.32% | 22.06%-5.7pp | 20.12%-3.8pp | 148.84%-132.5pp |
| Employer contribution / active EE | $746 | $3,530-78.9% | $3,062-75.7% | $4,248-82.4% |
| Participant deferral / active EE | $3,223 | $5,592-42.4% | $5,003-35.6% | $6,531-50.7% |
| Admin fee / account holder | $1,777 | $15,089-88.2% | $12,864-86.2% | $14,480-87.7% |