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 | $115,441 | $81,331+41.9% | $155,534-25.8% | $80,935+42.6% |
| Participation rate | 7.4% | 66.3%-58.8pp | 78.2%-70.8pp | 67.7%-60.3pp |
| Annual return | 20.44% | 33.37%-12.9pp | 64.92%-44.5pp | 35.66%-15.2pp |
| Employer contribution / active EE | $225 | $3,105-92.7% | $4,675-95.2% | $2,757-91.8% |
| Participant deferral / active EE | $1,528 | $3,454-55.8% | $5,630-72.9% | $4,299-64.5% |
| Admin fee / account holder | $1,450 | $7,999-81.9% | $15,900-90.9% | $6,924-79.1% |