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 | $104,017 | $156,616-33.6% | $133,346-22.0% | $198,609-47.6% |
| Participation rate | 62.5% | 77.7%-15.2pp | 72.8%-10.3pp | 82.4%-19.9pp |
| Annual return | 10.94% | 44.25%-33.3pp | 36.85%-25.9pp | 202.70%-191.8pp |
| Employer contribution / active EE | $219 | $3,368-93.5% | $2,853-92.3% | $5,055-95.7% |
| Participant deferral / active EE | $1,725 | $4,920-64.9% | $4,332-60.2% | $6,977-75.3% |
| Admin fee / account holder | $21,168 | $17,468+21.2% | $14,264+48.4% | $19,030+11.2% |