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 | $90,211 | $162,785-44.6% | $133,959-32.7% | $158,950-43.2% |
| Participation rate | 45.5% | 83.2%-37.8pp | 79.8%-34.4pp | 82.0%-36.5pp |
| Annual return | 18.90% | 41.94%-23.0pp | 45.09%-26.2pp | 302.91%-284.0pp |
| Employer contribution / active EE | $735 | $4,975-85.2% | $3,919-81.2% | $4,762-84.6% |
| Participant deferral / active EE | $2,609 | $5,910-55.9% | $5,047-48.3% | $5,983-56.4% |
| Admin fee / account holder | $14,600 | $11,738+24.4% | $8,928+63.5% | $11,248+29.8% |