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 | $175,750 | $81,504+115.6% | $102,437+71.6% | $80,959+117.1% |
| Participation rate | 17.2% | 66.9%-49.6pp | 74.5%-57.3pp | 67.7%-50.5pp |
| Annual return | 11.49% | 25.60%-14.1pp | 24.95%-13.5pp | 35.67%-24.2pp |
| Employer contribution / active EE | $793 | $3,104-74.5% | $3,871-79.5% | $2,757-71.3% |
| Participant deferral / active EE | $2,038 | $3,871-47.3% | $5,060-59.7% | $4,300-52.6% |
| Admin fee / account holder | $517 | $6,719-92.3% | $8,388-93.8% | $6,925-92.5% |