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 | $89,921 | $86,298+4.2% | $111,308-19.2% | $85,847+4.7% |
| Participation rate | 62.8% | 73.3%-10.5pp | 77.3%-14.5pp | 69.3%-6.5pp |
| Annual return | 15.03% | 19.99%-5.0pp | 54.67%-39.6pp | 318.61%-303.6pp |
| Employer contribution / active EE | $463 | $2,044-77.4% | $2,732-83.1% | $2,565-82.0% |
| Participant deferral / active EE | $3,524 | $3,641-3.2% | $4,487-21.5% | $3,952-10.8% |
| Admin fee / account holder | $3,770 | $8,189-54.0% | $7,965-52.7% | $6,261-39.8% |