Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $94,194 | $73,978+27.3% | $96,515-2.4% | $75,173+25.3% |
| Participation rate | 7.4% | 66.4%-59.0pp | 74.3%-66.9pp | 67.2%-59.8pp |
| Annual return | 22.39% | 26.72%-4.3pp | 35.73%-13.3pp | 160.72%-138.3pp |
| Employer contribution / active EE | $176 | $2,931-94.0% | $3,740-95.3% | $2,671-93.4% |
| Participant deferral / active EE | $1,667 | $3,660-54.5% | $4,880-65.8% | $4,126-59.6% |
| Admin fee / account holder | $321 | $5,219-93.9% | $6,735-95.2% | $5,651-94.3% |