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 | $64,262 | $184,014-65.1% | $161,149-60.1% | $138,895-53.7% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.8%-28.8pp | 79.9%-29.9pp |
| Annual return | 16.62% | 21.52%-4.9pp | 21.16%-4.5pp | 145.39%-128.8pp |
| Employer contribution / active EE | $836 | $5,055-83.5% | $4,360-80.8% | $4,194-80.1% |
| Participant deferral / active EE | $3,220 | $6,909-53.4% | $6,153-47.7% | $6,396-49.7% |
| Admin fee / account holder | $2,476 | $18,027-86.3% | $15,194-83.7% | $12,562-80.3% |