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 | $65,048 | $116,203-44.0% | $93,621-30.5% | $152,909-57.5% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.8%-15.8pp | 82.5%-22.5pp |
| Annual return | 23.94% | 35.96%-12.0pp | 32.76%-8.8pp | 345.46%-321.5pp |
| Employer contribution / active EE | $471 | $3,219-85.4% | $2,719-82.7% | $4,764-90.1% |
| Participant deferral / active EE | $3,375 | $4,605-26.7% | $4,070-17.1% | $5,851-42.3% |
| Admin fee / account holder | $4,571 | $10,751-57.5% | $7,890-42.1% | $11,601-60.6% |