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 | $83,603 | $62,592+33.6% | $85,693-2.4% | $85,856-2.6% |
| Participation rate | 56.4% | 61.1%-4.7pp | 69.9%-13.4pp | 69.3%-12.9pp |
| Annual return | 23.13% | 23.77%-0.6pp | 21.49%+1.6pp | 318.58%-295.4pp |
| Employer contribution / active EE | $172 | $1,755-90.2% | $2,618-93.4% | $2,565-93.3% |
| Participant deferral / active EE | $1,228 | $2,802-56.2% | $3,923-68.7% | $3,952-68.9% |
| Admin fee / account holder | $4,031 | $4,643-13.2% | $6,874-41.4% | $6,261-35.6% |