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 | $130,910 | $161,352-18.9% | $134,172-2.4% | $137,256-4.6% |
| Participation rate | 50.0% | 78.3%-28.3pp | 72.5%-22.5pp | 80.0%-30.0pp |
| Annual return | 16.21% | 28.72%-12.5pp | 25.30%-9.1pp | 220.34%-204.1pp |
| Employer contribution / active EE | $744 | $4,099-81.8% | $3,420-78.2% | $4,156-82.1% |
| Participant deferral / active EE | $8,587 | $5,552+54.6% | $4,690+83.1% | $6,407+34.0% |
| Admin fee / account holder | $2,254 | $15,028-85.0% | $12,016-81.2% | $12,270-81.6% |