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 | $123,261 | $156,616-21.3% | $133,346-7.6% | $198,609-37.9% |
| Participation rate | 29.4% | 77.7%-48.3pp | 72.8%-43.4pp | 82.4%-53.0pp |
| Annual return | 14.94% | 44.25%-29.3pp | 36.85%-21.9pp | 202.70%-187.8pp |
| Employer contribution / active EE | $308 | $3,368-90.9% | $2,853-89.2% | $5,055-93.9% |
| Participant deferral / active EE | $3,484 | $4,920-29.2% | $4,332-19.6% | $6,977-50.1% |
| Admin fee / account holder | $1,912 | $17,468-89.1% | $14,264-86.6% | $19,030-90.0% |