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 | $79,552 | $58,493+36.0% | $84,023-5.3% | $72,976+9.0% |
| Participation rate | 42.4% | 61.2%-18.9pp | 69.0%-26.7pp | 69.5%-27.1pp |
| Annual return | 19.81% | 28.93%-9.1pp | 71.32%-51.5pp | 81.02%-61.2pp |
| Employer contribution / active EE | $136 | $1,163-88.3% | $1,984-93.1% | $2,440-94.4% |
| Participant deferral / active EE | $2,038 | $2,394-14.9% | $3,239-37.1% | $3,608-43.5% |
| Admin fee / account holder | $2,941 | $4,569-35.6% | $6,102-51.8% | $5,124-42.6% |