Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $83,788 | $172,111-51.3% | $150,298-44.3% | $137,256-39.0% |
| Participation rate | 30.0% | 81.7%-51.7pp | 77.8%-47.8pp | 80.0%-50.0pp |
| Annual return | 14.42% | 69.37%-55.0pp | 62.79%-48.4pp | 220.34%-205.9pp |
| Employer contribution / active EE | $504 | $4,636-89.1% | $4,154-87.9% | $4,156-87.9% |
| Participant deferral / active EE | $6,018 | $6,166-2.4% | $5,453+10.4% | $6,407-6.1% |
| Admin fee / account holder | $1,196 | $16,471-92.7% | $14,116-91.5% | $12,270-90.2% |