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 | $73,882 | $116,203-36.4% | $93,621-21.1% | $152,909-51.7% |
| Participation rate | 62.5% | 78.1%-15.6pp | 75.8%-13.3pp | 82.5%-20.0pp |
| Annual return | 18.48% | 35.96%-17.5pp | 32.76%-14.3pp | 345.46%-327.0pp |
| Employer contribution / active EE | $382 | $3,219-88.1% | $2,719-85.9% | $4,764-92.0% |
| Participant deferral / active EE | $1,614 | $4,605-65.0% | $4,070-60.3% | $5,851-72.4% |
| Admin fee / account holder | $594 | $10,751-94.5% | $7,890-92.5% | $11,601-94.9% |