Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $155,507 | $105,284+47.7% | $150,734+3.2% | $94,015+65.4% |
| Participation rate | 43.4% | 71.7%-28.3pp | 78.4%-35.0pp | 70.8%-27.4pp |
| Annual return | 12.83% | 15.67%-2.8pp | 600.81%-588.0pp | 17.84%-5.0pp |
| Employer contribution / active EE | $790 | $3,599-78.0% | $4,918-83.9% | $2,790-71.7% |
| Participant deferral / active EE | $2,802 | $4,274-34.4% | $5,610-50.1% | $4,249-34.1% |
| Admin fee / account holder | $1,048 | $9,839-89.4% | $14,905-93.0% | $8,951-88.3% |