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 | $159,543 | $89,259+78.7% | $107,187+48.8% | $82,637+93.1% |
| Participation rate | 30.8% | 67.9%-37.2pp | 75.0%-44.3pp | 68.1%-37.3pp |
| Annual return | 13.36% | 21.02%-7.7pp | 204.55%-191.2pp | 53.51%-40.1pp |
| Employer contribution / active EE | $704 | $3,080-77.1% | $3,782-81.4% | $2,552-72.4% |
| Participant deferral / active EE | $1,722 | $4,037-57.4% | $5,096-66.2% | $4,126-58.3% |
| Admin fee / account holder | $1,819 | $7,381-75.4% | $9,162-80.1% | $7,339-75.2% |