Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $116,187 | $148,629-21.8% | $135,982-14.6% | $139,487-16.7% |
| Participation rate | 25.0% | 83.9%-58.9pp | 81.9%-56.9pp | 80.3%-55.3pp |
| Annual return | 18.95% | 79.33%-60.4pp | 68.32%-49.4pp | 373.84%-354.9pp |
| Employer contribution / active EE | $194 | $5,247-96.3% | $4,859-96.0% | $4,755-95.9% |
| Participant deferral / active EE | $3,375 | $8,102-58.3% | $7,760-56.5% | $6,713-49.7% |
| Admin fee / account holder | $540 | $12,406-95.6% | $10,767-95.0% | $11,407-95.3% |