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 | $66,578 | $118,496-43.8% | $98,461-32.4% | $139,466-52.3% |
| Participation rate | 63.6% | 77.5%-13.8pp | 75.2%-11.5pp | 80.3%-16.7pp |
| Annual return | 34.79% | 18.96%+15.8pp | 21.17%+13.6pp | 373.66%-338.9pp |
| Employer contribution / active EE | $462 | $3,611-87.2% | $3,049-84.8% | $4,754-90.3% |
| Participant deferral / active EE | $1,645 | $5,393-69.5% | $4,738-65.3% | $6,712-75.5% |
| Admin fee / account holder | $1,863 | $14,056-86.7% | $8,961-79.2% | $11,409-83.7% |