Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $238,788 | $117,846+102.6% | $102,434+133.1% | $145,884+63.7% |
| Participation rate | 36.4% | 78.6%-42.3pp | 76.5%-40.1pp | 80.3%-43.9pp |
| Annual return | 15.37% | 31.90%-16.5pp | 29.46%-14.1pp | 551.85%-536.5pp |
| Employer contribution / active EE | $584 | $3,615-83.8% | $3,023-80.7% | $4,662-87.5% |
| Participant deferral / active EE | $2,554 | $5,733-55.4% | $5,055-49.5% | $6,690-61.8% |
| Admin fee / account holder | $11,267 | $13,356-15.6% | $9,462+19.1% | $13,392-15.9% |