Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $36,461 | $174,379-79.1% | $152,093-76.0% | $138,895-73.7% |
| Participation rate | 25.0% | 81.6%-56.6pp | 77.8%-52.8pp | 79.9%-54.9pp |
| Annual return | 21.98% | 74.86%-52.9pp | 66.36%-44.4pp | 145.39%-123.4pp |
| Employer contribution / active EE | $416 | $4,652-91.0% | $4,175-90.0% | $4,194-90.1% |
| Participant deferral / active EE | $2,937 | $6,159-52.3% | $5,451-46.1% | $6,396-54.1% |
| Admin fee / account holder | $1,241 | $16,880-92.6% | $14,497-91.4% | $12,562-90.1% |