Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $77,273 | $111,535-30.7% | $105,223-26.6% | $137,256-43.7% |
| Participation rate | 26.3% | 78.1%-51.8pp | 75.0%-48.7pp | 80.0%-53.6pp |
| Annual return | 17.46% | 237.85%-220.4pp | 180.65%-163.2pp | 220.34%-202.9pp |
| Employer contribution / active EE | $767 | $3,939-80.5% | $3,689-79.2% | $4,156-81.5% |
| Participant deferral / active EE | $3,638 | $5,500-33.9% | $5,072-28.3% | $6,407-43.2% |
| Admin fee / account holder | $483 | $9,721-95.0% | $8,859-94.6% | $12,270-96.1% |