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 | $162,178 | $106,280+52.6% | $96,538+68.0% | $139,487+16.3% |
| Participation rate | 28.6% | 77.8%-49.3pp | 74.3%-45.8pp | 80.3%-51.8pp |
| Annual return | 24.32% | 38.48%-14.2pp | 35.74%-11.4pp | 373.84%-349.5pp |
| Employer contribution / active EE | $471 | $4,107-88.5% | $3,740-87.4% | $4,755-90.1% |
| Participant deferral / active EE | $3,857 | $5,457-29.3% | $4,880-21.0% | $6,713-42.5% |
| Admin fee / account holder | $2,478 | $7,888-68.6% | $6,737-63.2% | $11,407-78.3% |