Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $126,791 | $95,404+32.9% | $113,397+11.8% | $82,637+53.4% |
| Participation rate | 20.6% | 72.8%-52.2pp | 76.5%-55.9pp | 68.1%-47.5pp |
| Annual return | 26.37% | 19.08%+7.3pp | 23.20%+3.2pp | 53.51%-27.1pp |
| Employer contribution / active EE | $355 | $2,307-84.6% | $2,977-88.1% | $2,552-86.1% |
| Participant deferral / active EE | $2,405 | $4,220-43.0% | $5,076-52.6% | $4,126-41.7% |
| Admin fee / account holder | $1,710 | $9,168-81.3% | $11,957-85.7% | $7,339-76.7% |