Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $112,946 | $183,627-38.5% | $155,602-27.4% | $145,978-22.6% |
| Participation rate | 25.0% | 82.7%-57.7pp | 78.2%-53.2pp | 80.3%-55.3pp |
| Annual return | 13.77% | 61.32%-47.5pp | 64.81%-51.0pp | 550.52%-536.7pp |
| Employer contribution / active EE | $455 | $5,316-91.4% | $4,675-90.3% | $4,662-90.2% |
| Participant deferral / active EE | $3,235 | $6,466-50.0% | $5,629-42.5% | $6,690-51.6% |
| Admin fee / account holder | $1,068 | $19,327-94.5% | $15,923-93.3% | $13,400-92.0% |