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 | $81,702 | $223,823-63.5% | $211,142-61.3% | $154,746-47.2% |
| Participation rate | 33.3% | 87.9%-54.5pp | 87.3%-54.0pp | 80.7%-47.4pp |
| Annual return | 18.15% | 50.39%-32.2pp | 46.84%-28.7pp | 172.34%-154.2pp |
| Employer contribution / active EE | $1,310 | $6,787-80.7% | $6,442-79.7% | $4,379-70.1% |
| Participant deferral / active EE | $3,459 | $9,750-64.5% | $9,284-62.7% | $6,730-48.6% |
| Admin fee / account holder | $710 | $19,707-96.4% | $19,076-96.3% | $14,365-95.1% |