Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $38,549 | $162,967-76.3% | $135,792-71.6% | $138,895-72.2% |
| Participation rate | 54.2% | 78.3%-24.2pp | 72.6%-18.4pp | 79.9%-25.8pp |
| Annual return | 16.20% | 30.08%-13.9pp | 25.96%-9.8pp | 145.39%-129.2pp |
| Employer contribution / active EE | $677 | $4,211-83.9% | $3,496-80.6% | $4,194-83.9% |
| Participant deferral / active EE | $2,475 | $5,640-56.1% | $4,759-48.0% | $6,396-61.3% |
| Admin fee / account holder | $1,045 | $15,306-93.2% | $12,266-91.5% | $12,562-91.7% |