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 | $118,402 | $71,215+66.3% | $93,696+26.4% | $80,935+46.3% |
| Participation rate | 63.7% | 60.4%+3.3pp | 68.7%-5.0pp | 67.7%-3.9pp |
| Annual return | 13.33% | 11.27%+2.1pp | 133.74%-120.4pp | 35.66%-22.3pp |
| Employer contribution / active EE | $358 | $1,565-77.1% | $2,422-85.2% | $2,757-87.0% |
| Participant deferral / active EE | $6,068 | $4,037+50.3% | $4,417+37.4% | $4,299+41.1% |
| Admin fee / account holder | $2,589 | $6,958-62.8% | $8,287-68.8% | $6,924-62.6% |