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 | $170,896 | $86,922+96.6% | $102,438+66.8% | $80,874+111.3% |
| Participation rate | 65.4% | 72.4%-7.0pp | 76.5%-11.1pp | 67.6%-2.3pp |
| Annual return | 11.37% | 18.90%-7.5pp | 29.37%-18.0pp | 35.62%-24.2pp |
| Employer contribution / active EE | $528 | $2,369-77.7% | $3,024-82.5% | $2,756-80.8% |
| Participant deferral / active EE | $5,037 | $4,119+22.3% | $5,054-0.3% | $4,297+17.2% |
| Admin fee / account holder | $1,740 | $8,050-78.4% | $9,448-81.6% | $6,935-74.9% |