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 | $138,908 | $89,259+55.6% | $107,187+29.6% | $82,637+68.1% |
| Participation rate | 67.6% | 67.9%-0.3pp | 75.0%-7.4pp | 68.1%-0.4pp |
| Annual return | 13.12% | 21.02%-7.9pp | 204.55%-191.4pp | 53.51%-40.4pp |
| Employer contribution / active EE | $568 | $3,080-81.6% | $3,782-85.0% | $2,552-77.8% |
| Participant deferral / active EE | $3,709 | $4,037-8.1% | $5,096-27.2% | $4,126-10.1% |
| Admin fee / account holder | $1,089 | $7,381-85.2% | $9,162-88.1% | $7,339-85.2% |