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 | $132,417 | $89,259+48.4% | $107,187+23.5% | $82,637+60.2% |
| Participation rate | 2.9% | 67.9%-65.0pp | 75.0%-72.1pp | 68.1%-65.1pp |
| Annual return | 17.75% | 21.02%-3.3pp | 204.55%-186.8pp | 53.51%-35.8pp |
| Employer contribution / active EE | $489 | $3,080-84.1% | $3,782-87.1% | $2,552-80.8% |
| Participant deferral / active EE | $1,957 | $4,037-51.5% | $5,096-61.6% | $4,126-52.6% |
| Admin fee / account holder | $338 | $7,381-95.4% | $9,162-96.3% | $7,339-95.4% |