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 | $188,944 | $212,386-11.0% | $199,883-5.5% | $138,895+36.0% |
| Participation rate | 66.7% | 87.4%-20.7pp | 86.8%-20.1pp | 79.9%-13.3pp |
| Annual return | 16.83% | 47.75%-30.9pp | 43.81%-27.0pp | 145.39%-128.6pp |
| Employer contribution / active EE | $1,137 | $6,625-82.8% | $6,261-81.8% | $4,194-72.9% |
| Participant deferral / active EE | $3,117 | $9,617-67.6% | $9,138-65.9% | $6,396-51.3% |
| Admin fee / account holder | $2,317 | $18,233-87.3% | $17,268-86.6% | $12,562-81.6% |