Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $197,470 | $117,829+67.6% | $102,423+92.8% | $145,877+35.4% |
| Participation rate | 52.9% | 78.6%-25.7pp | 76.5%-23.6pp | 80.3%-27.4pp |
| Annual return | 19.64% | 31.83%-12.2pp | 29.42%-9.8pp | 551.28%-531.6pp |
| Employer contribution / active EE | $379 | $3,615-89.5% | $3,023-87.5% | $4,663-91.9% |
| Participant deferral / active EE | $2,155 | $5,732-62.4% | $5,054-57.4% | $6,691-67.8% |
| Admin fee / account holder | $2,976 | $13,335-77.7% | $9,455-68.5% | $13,402-77.8% |