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 | $177,137 | $110,379+60.5% | $102,412+73.0% | $145,884+21.4% |
| Participation rate | 28.6% | 77.9%-49.4pp | 74.5%-45.9pp | 80.3%-51.7pp |
| Annual return | 14.15% | 24.84%-10.7pp | 24.94%-10.8pp | 551.85%-537.7pp |
| Employer contribution / active EE | $765 | $4,216-81.9% | $3,870-80.2% | $4,662-83.6% |
| Participant deferral / active EE | $1,943 | $5,622-65.4% | $5,060-61.6% | $6,690-71.0% |
| Admin fee / account holder | $4,547 | $9,745-53.3% | $8,388-45.8% | $13,392-66.0% |