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 | $76,026 | $88,996-14.6% | $78,004-2.5% | $138,895-45.3% |
| Participation rate | 66.7% | 74.4%-7.7pp | 69.4%-2.8pp | 79.9%-13.3pp |
| Annual return | 10.82% | 28.03%-17.2pp | 31.07%-20.2pp | 145.39%-134.6pp |
| Employer contribution / active EE | $0 | $2,917-100.0% | $2,469-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,132 | $4,724-54.9% | $4,092-47.9% | $6,396-66.7% |
| Admin fee / account holder | $1,504 | $8,807-82.9% | $7,578-80.2% | $12,562-88.0% |