Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $100,131 | $110,410-9.3% | $102,437-2.3% | $145,897-31.4% |
| Participation rate | 26.7% | 77.9%-51.3pp | 74.5%-47.8pp | 80.3%-53.6pp |
| Annual return | 12.78% | 24.85%-12.1pp | 24.95%-12.2pp | 552.29%-539.5pp |
| Employer contribution / active EE | $609 | $4,217-85.6% | $3,871-84.3% | $4,663-86.9% |
| Participant deferral / active EE | $3,036 | $5,622-46.0% | $5,060-40.0% | $6,689-54.6% |
| Admin fee / account holder | $1,461 | $9,745-85.0% | $8,388-82.6% | $13,390-89.1% |