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 | $123,794 | $73,988+67.3% | $96,538+28.2% | $75,177+64.7% |
| Participation rate | 44.1% | 66.4%-22.4pp | 74.3%-30.3pp | 67.2%-23.1pp |
| Annual return | 17.35% | 26.73%-9.4pp | 35.74%-18.4pp | 160.75%-143.4pp |
| Employer contribution / active EE | $579 | $2,930-80.3% | $3,740-84.5% | $2,671-78.3% |
| Participant deferral / active EE | $2,923 | $3,660-20.1% | $4,880-40.1% | $4,126-29.2% |
| Admin fee / account holder | $2,532 | $5,220-51.5% | $6,737-62.4% | $5,651-55.2% |