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 | $191,771 | $176,786+8.5% | $146,643+30.8% | $167,536+14.5% |
| Participation rate | 52.4% | 83.6%-31.2pp | 80.1%-27.7pp | 82.1%-29.7pp |
| Annual return | 17.62% | 24.04%-6.4pp | 22.75%-5.1pp | 478.82%-461.2pp |
| Employer contribution / active EE | $711 | $5,161-86.2% | $4,137-82.8% | $4,839-85.3% |
| Participant deferral / active EE | $3,970 | $6,440-38.4% | $5,506-27.9% | $6,342-37.4% |
| Admin fee / account holder | $9,102 | $13,262-31.4% | $10,280-11.5% | $12,315-26.1% |