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 | $93,272 | $67,602+38.0% | $82,312+13.3% | $70,126+33.0% |
| Participation rate | 62.8% | 72.8%-10.0pp | 76.9%-14.1pp | 69.5%-6.7pp |
| Annual return | 18.56% | 21.57%-3.0pp | 25.88%-7.3pp | 73.15%-54.6pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,406 | $2,987+14.0% | $3,706-8.1% | $3,332+2.2% |
| Admin fee / account holder | $20,435 | $4,512+352.9% | $5,608+264.4% | $4,645+339.9% |