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 | $78,279 | $65,367+19.8% | $92,915-15.8% | $72,976+7.3% |
| Participation rate | 67.9% | 68.3%-0.5pp | 76.0%-8.1pp | 69.5%-1.6pp |
| Annual return | 19.14% | 42.11%-23.0pp | 109.45%-90.3pp | 81.02%-61.9pp |
| Employer contribution / active EE | $341 | $2,594-86.9% | $3,653-90.7% | $2,440-86.0% |
| Participant deferral / active EE | $2,798 | $3,128-10.6% | $4,238-34.0% | $3,608-22.4% |
| Admin fee / account holder | $14,323 | $4,251+236.9% | $5,796+147.1% | $5,124+179.5% |