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 | $91,917 | $55,902+64.4% | $76,030+20.9% | $80,959+13.5% |
| Participation rate | 28.0% | 62.1%-34.1pp | 69.1%-41.1pp | 67.7%-39.7pp |
| Annual return | 18.93% | 20.59%-1.7pp | 361.54%-342.6pp | 35.67%-16.7pp |
| Employer contribution / active EE | $196 | $1,867-89.5% | $2,688-92.7% | $2,757-92.9% |
| Participant deferral / active EE | $1,784 | $3,051-41.5% | $4,257-58.1% | $4,300-58.5% |
| Admin fee / account holder | $916 | $5,239-82.5% | $6,421-85.7% | $6,925-86.8% |