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 | $97,064 | $72,269+34.3% | $101,271-4.2% | $79,852+21.6% |
| Participation rate | 55.7% | 68.5%-12.7pp | 75.8%-20.1pp | 69.6%-13.9pp |
| Annual return | 12.67% | 22.29%-9.6pp | 46.48%-33.8pp | 31.72%-19.1pp |
| Employer contribution / active EE | $550 | $2,692-79.6% | $3,660-85.0% | $2,471-77.7% |
| Participant deferral / active EE | $2,335 | $3,282-28.9% | $4,371-46.6% | $3,740-37.6% |
| Admin fee / account holder | $1,488 | $4,401-66.2% | $5,948-75.0% | $5,306-72.0% |