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 | $51,029 | $156,398-67.4% | $147,318-65.4% | $138,895-63.3% |
| Participation rate | 61.9% | 83.8%-21.9pp | 82.1%-20.2pp | 79.9%-18.0pp |
| Annual return | 16.00% | 78.75%-62.7pp | 70.43%-54.4pp | 145.39%-129.4pp |
| Employer contribution / active EE | $830 | $4,853-82.9% | $4,593-81.9% | $4,194-80.2% |
| Participant deferral / active EE | $2,587 | $8,237-68.6% | $7,906-67.3% | $6,396-59.6% |
| Admin fee / account holder | $1,753 | $14,976-88.3% | $13,708-87.2% | $12,562-86.0% |