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 | $141,148 | $114,119+23.7% | $107,187+31.7% | $138,895+1.6% |
| Participation rate | 16.7% | 78.1%-61.4pp | 75.0%-58.4pp | 79.9%-63.3pp |
| Annual return | 16.78% | 273.21%-256.4pp | 204.55%-187.8pp | 145.39%-128.6pp |
| Employer contribution / active EE | $511 | $4,059-87.4% | $3,782-86.5% | $4,194-87.8% |
| Participant deferral / active EE | $1,916 | $5,538-65.4% | $5,096-62.4% | $6,396-70.0% |
| Admin fee / account holder | $554 | $10,024-94.5% | $9,162-94.0% | $12,562-95.6% |