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 | $68,070 | $54,541+24.8% | $78,778-13.6% | $70,126-2.9% |
| Participation rate | 44.1% | 60.8%-16.7pp | 69.2%-25.1pp | 69.5%-25.4pp |
| Annual return | 14.16% | 21.07%-6.9pp | 35.62%-21.5pp | 73.15%-59.0pp |
| Employer contribution / active EE | $135 | $1,089-87.6% | $1,986-93.2% | $2,343-94.2% |
| Participant deferral / active EE | $2,709 | $2,210+22.6% | $2,958-8.4% | $3,332-18.7% |
| Admin fee / account holder | $2,573 | $3,709-30.6% | $5,134-49.9% | $4,645-44.6% |