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 | $69,959 | $89,370-21.7% | $141,197-50.5% | $72,976-4.1% |
| Participation rate | 62.8% | 75.1%-12.3pp | 82.5%-19.7pp | 69.5%-6.7pp |
| Annual return | 19.46% | 111.88%-92.4pp | 71.41%-51.9pp | 81.02%-61.6pp |
| Employer contribution / active EE | $162 | $3,115-94.8% | $4,736-96.6% | $2,440-93.4% |
| Participant deferral / active EE | $6,763 | $5,419+24.8% | $6,710+0.8% | $3,608+87.5% |
| Admin fee / account holder | $5,797 | $5,957-2.7% | $10,265-43.5% | $5,124+13.1% |