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 | $87,890 | $56,277+56.2% | $80,976+8.5% | $62,891+39.7% |
| Participation rate | 55.3% | 69.0%-13.7pp | 75.8%-20.6pp | 69.3%-14.0pp |
| Annual return | 9.42% | 22.12%-12.7pp | 17.10%-7.7pp | 20.14%-10.7pp |
| Employer contribution / active EE | $232 | $1,943-88.1% | $3,714-93.8% | $2,281-89.8% |
| Participant deferral / active EE | $3,274 | $4,195-22.0% | $5,696-42.5% | $3,203+2.2% |
| Admin fee / account holder | $384 | $3,741-89.7% | $5,516-93.0% | $4,296-91.1% |