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 | $85,105 | $78,707+8.1% | $117,861-27.8% | $70,126+21.4% |
| Participation rate | 60.0% | 73.2%-13.2pp | 79.7%-19.7pp | 69.5%-9.5pp |
| Annual return | 19.28% | 23.30%-4.0pp | 335.11%-315.8pp | 73.15%-53.9pp |
| Employer contribution / active EE | $306 | $2,223-86.3% | $3,786-91.9% | $2,343-87.0% |
| Participant deferral / active EE | $1,598 | $3,297-51.5% | $4,482-64.4% | $3,332-52.1% |
| Admin fee / account holder | $2,256 | $5,066-55.5% | $8,021-71.9% | $4,645-51.4% |