Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $121,898 | $161,352-24.5% | $134,172-9.1% | $137,256-11.2% |
| Participation rate | 11.1% | 78.3%-67.2pp | 72.5%-61.4pp | 80.0%-68.8pp |
| Annual return | 24.36% | 28.72%-4.4pp | 25.30%-0.9pp | 220.34%-196.0pp |
| Employer contribution / active EE | $665 | $4,099-83.8% | $3,420-80.6% | $4,156-84.0% |
| Participant deferral / active EE | $3,324 | $5,552-40.1% | $4,690-29.1% | $6,407-48.1% |
| Admin fee / account holder | $408 | $15,028-97.3% | $12,016-96.6% | $12,270-96.7% |