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 | $69,308 | $228,352-69.6% | $185,835-62.7% | $158,966-56.4% |
| Participation rate | 41.7% | 82.3%-40.6pp | 78.0%-36.4pp | 82.0%-40.3pp |
| Annual return | 15.73% | 40.81%-25.1pp | 35.96%-20.2pp | 302.95%-287.2pp |
| Employer contribution / active EE | $395 | $4,967-92.0% | $4,087-90.3% | $4,762-91.7% |
| Participant deferral / active EE | $3,418 | $6,416-46.7% | $5,633-39.3% | $5,983-42.9% |
| Admin fee / account holder | $3,093 | $11,867-73.9% | $9,502-67.4% | $11,250-72.5% |