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 | $56,315 | $48,364+16.4% | $71,796-21.6% | $62,881-10.4% |
| Participation rate | 47.7% | 60.6%-12.9pp | 69.1%-21.4pp | 69.3%-21.6pp |
| Annual return | 9.46% | 13.16%-3.7pp | 78.04%-68.6pp | 20.14%-10.7pp |
| Employer contribution / active EE | $140 | $1,042-86.5% | $1,924-92.7% | $2,281-93.9% |
| Participant deferral / active EE | $2,884 | $2,091+37.9% | $2,794+3.2% | $3,203-10.0% |
| Admin fee / account holder | $4,673 | $3,771+23.9% | $4,815-2.9% | $4,296+8.8% |