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 | $94,284 | $115,225-18.2% | $100,712-6.4% | $138,895-32.1% |
| Participation rate | 50.0% | 74.3%-24.3pp | 69.3%-19.3pp | 79.9%-29.9pp |
| Annual return | 18.61% | 40.35%-21.7pp | 33.27%-14.7pp | 145.39%-126.8pp |
| Employer contribution / active EE | $128 | $2,771-95.4% | $2,313-94.5% | $4,194-96.9% |
| Participant deferral / active EE | $1,939 | $4,699-58.7% | $4,085-52.5% | $6,396-69.7% |
| Admin fee / account holder | $412 | $10,844-96.2% | $9,256-95.5% | $12,562-96.7% |