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 | $181,462 | $227,291-20.2% | $214,702-15.5% | $155,188+16.9% |
| Participation rate | 62.5% | 88.0%-25.5pp | 87.5%-25.0pp | 80.8%-18.3pp |
| Annual return | 13.90% | 60.08%-46.2pp | 54.55%-40.7pp | 148.84%-134.9pp |
| Employer contribution / active EE | $748 | $6,772-89.0% | $6,461-88.4% | $4,248-82.4% |
| Participant deferral / active EE | $4,544 | $9,582-52.6% | $9,147-50.3% | $6,531-30.4% |
| Admin fee / account holder | $5,972 | $20,413-70.7% | $19,830-69.9% | $14,480-58.8% |