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 | $149,256 | $80,983+84.3% | $96,544+54.6% | $75,177+98.5% |
| Participation rate | 35.7% | 71.8%-36.1pp | 76.0%-40.3pp | 67.2%-31.5pp |
| Annual return | 24.02% | 27.05%-3.0pp | 25.88%-1.9pp | 160.75%-136.7pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,001 | $3,929-23.6% | $4,851-38.1% | $4,126-27.3% |
| Admin fee / account holder | $21,308 | $6,717+217.2% | $8,254+158.1% | $5,651+277.0% |