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 | $217,947 | $212,386+2.6% | $199,883+9.0% | $138,895+56.9% |
| Participation rate | 50.0% | 87.4%-37.4pp | 86.8%-36.8pp | 79.9%-29.9pp |
| Annual return | 14.60% | 47.75%-33.1pp | 43.81%-29.2pp | 145.39%-130.8pp |
| Employer contribution / active EE | $800 | $6,625-87.9% | $6,261-87.2% | $4,194-80.9% |
| Participant deferral / active EE | $3,000 | $9,617-68.8% | $9,138-67.2% | $6,396-53.1% |
| Admin fee / account holder | $416 | $18,233-97.7% | $17,268-97.6% | $12,562-96.7% |