Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $172,703 | $211,224-18.2% | $178,505-3.3% | $145,897+18.4% |
| Participation rate | 17.4% | 80.8%-63.4pp | 77.1%-59.7pp | 80.3%-62.9pp |
| Annual return | 15.22% | 30.28%-15.1pp | 27.16%-11.9pp | 552.29%-537.1pp |
| Employer contribution / active EE | $352 | $4,577-92.3% | $3,955-91.1% | $4,663-92.4% |
| Participant deferral / active EE | $2,257 | $6,966-67.6% | $6,280-64.1% | $6,689-66.3% |
| Admin fee / account holder | $2,232 | $12,109-81.6% | $10,428-78.6% | $13,390-83.3% |