Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $96,193 | $174,379-44.8% | $152,093-36.8% | $138,895-30.7% |
| Participation rate | 12.5% | 81.6%-69.1pp | 77.8%-65.3pp | 79.9%-67.4pp |
| Annual return | 13.26% | 74.86%-61.6pp | 66.36%-53.1pp | 145.39%-132.1pp |
| Employer contribution / active EE | $183 | $4,652-96.1% | $4,175-95.6% | $4,194-95.6% |
| Participant deferral / active EE | $2,009 | $6,159-67.4% | $5,451-63.2% | $6,396-68.6% |
| Admin fee / account holder | $7,808 | $16,880-53.7% | $14,497-46.1% | $12,562-37.8% |