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 | $105,033 | $81,476+28.9% | $102,383+2.6% | $80,925+29.8% |
| Participation rate | 21.9% | 66.8%-45.0pp | 74.5%-52.6pp | 67.7%-45.8pp |
| Annual return | 14.27% | 25.59%-11.3pp | 24.94%-10.7pp | 35.65%-21.4pp |
| Employer contribution / active EE | $410 | $3,105-86.8% | $3,870-89.4% | $2,756-85.1% |
| Participant deferral / active EE | $2,520 | $3,871-34.9% | $5,060-50.2% | $4,299-41.4% |
| Admin fee / account holder | $2,812 | $6,717-58.1% | $8,391-66.5% | $6,940-59.5% |