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 | $143,167 | $114,119+25.5% | $107,187+33.6% | $138,895+3.1% |
| Participation rate | 28.6% | 78.1%-49.5pp | 75.0%-46.4pp | 79.9%-51.3pp |
| Annual return | 22.01% | 273.21%-251.2pp | 204.55%-182.5pp | 145.39%-123.4pp |
| Employer contribution / active EE | $586 | $4,059-85.6% | $3,782-84.5% | $4,194-86.0% |
| Participant deferral / active EE | $3,177 | $5,538-42.6% | $5,096-37.7% | $6,396-50.3% |
| Admin fee / account holder | $1,770 | $10,024-82.3% | $9,162-80.7% | $12,562-85.9% |