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 | $139,313 | $172,111-19.1% | $150,298-7.3% | $137,256+1.5% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 15.06% | 69.37%-54.3pp | 62.79%-47.7pp | 220.34%-205.3pp |
| Employer contribution / active EE | $702 | $4,636-84.9% | $4,154-83.1% | $4,156-83.1% |
| Participant deferral / active EE | $5,835 | $6,166-5.4% | $5,453+7.0% | $6,407-8.9% |
| Admin fee / account holder | $735 | $16,471-95.5% | $14,116-94.8% | $12,270-94.0% |