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 | $202,186 | $152,592+32.5% | $125,180+61.5% | $152,885+32.2% |
| Participation rate | 52.2% | 83.3%-31.2pp | 79.8%-27.6pp | 82.5%-30.3pp |
| Annual return | 28.46% | 54.84%-26.4pp | 43.79%-15.3pp | 345.39%-316.9pp |
| Employer contribution / active EE | $773 | $4,947-84.4% | $3,866-80.0% | $4,763-83.8% |
| Participant deferral / active EE | $3,362 | $5,868-42.7% | $4,937-31.9% | $5,851-42.5% |
| Admin fee / account holder | $2,786 | $13,435-79.3% | $9,703-71.3% | $11,598-76.0% |