Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $39,572 | $181,062-78.1% | $158,223-75.0% | $155,188-74.5% |
| Participation rate | 50.0% | 82.7%-32.7pp | 79.2%-29.2pp | 80.8%-30.8pp |
| Annual return | 16.40% | 57.39%-41.0pp | 52.09%-35.7pp | 148.84%-132.4pp |
| Employer contribution / active EE | $890 | $4,565-80.5% | $4,109-78.3% | $4,248-79.0% |
| Participant deferral / active EE | $4,274 | $6,134-30.3% | $5,467-21.8% | $6,531-34.6% |
| Admin fee / account holder | $7,031 | $18,825-62.6% | $16,047-56.2% | $14,480-51.4% |