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 | $81,655 | $49,976+63.4% | $66,674+22.5% | $82,637-1.2% |
| Participation rate | 41.8% | 63.1%-21.3pp | 73.7%-31.9pp | 68.1%-26.3pp |
| Annual return | 15.97% | 39.09%-23.1pp | 321.24%-305.3pp | 53.51%-37.5pp |
| Employer contribution / active EE | $226 | $1,988-88.6% | $2,620-91.4% | $2,552-91.1% |
| Participant deferral / active EE | $1,991 | $2,847-30.1% | $4,084-51.3% | $4,126-51.8% |
| Admin fee / account holder | $1,214 | $4,594-73.6% | $5,098-76.2% | $7,339-83.5% |