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 | $96,187 | $95,404+0.8% | $113,397-15.2% | $82,637+16.4% |
| Participation rate | 68.3% | 72.8%-4.5pp | 76.5%-8.2pp | 68.1%+0.3pp |
| Annual return | 43.47% | 19.08%+24.4pp | 23.20%+20.3pp | 53.51%-10.0pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $12,279 | $4,220+191.0% | $5,076+141.9% | $4,126+197.6% |
| Admin fee / account holder | $6,206 | $9,168-32.3% | $11,957-48.1% | $7,339-15.4% |