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 | $64,372 | $185,312-65.3% | $161,489-60.1% | $154,746-58.4% |
| Participation rate | 27.8% | 82.5%-54.7pp | 78.7%-50.9pp | 80.7%-52.9pp |
| Annual return | 19.33% | 103.84%-84.5pp | 89.72%-70.4pp | 172.34%-153.0pp |
| Employer contribution / active EE | $418 | $4,769-91.2% | $4,268-90.2% | $4,379-90.4% |
| Participant deferral / active EE | $2,817 | $6,350-55.6% | $5,630-50.0% | $6,730-58.1% |
| Admin fee / account holder | $356 | $18,654-98.1% | $16,006-97.8% | $14,365-97.5% |