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 | $164,262 | $86,050+90.9% | $189,758-13.4% | $94,015+74.7% |
| Participation rate | 7.4% | 68.9%-61.5pp | 79.8%-72.4pp | 70.8%-63.4pp |
| Annual return | 14.34% | 17.77%-3.4pp | 52.62%-38.3pp | 17.84%-3.5pp |
| Employer contribution / active EE | $179 | $2,819-93.7% | $4,767-96.3% | $2,790-93.6% |
| Participant deferral / active EE | $2,211 | $3,349-34.0% | $5,856-62.2% | $4,249-48.0% |
| Admin fee / account holder | $1,575 | $6,627-76.2% | $20,388-92.3% | $8,951-82.4% |