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 | $130,468 | $213,785-39.0% | $185,441-29.6% | $155,188-15.9% |
| Participation rate | 61.5% | 83.2%-21.7pp | 80.3%-18.7pp | 80.8%-19.3pp |
| Annual return | 16.22% | 19.97%-3.7pp | 20.16%-3.9pp | 148.84%-132.6pp |
| Employer contribution / active EE | $0 | $5,393-100.0% | $4,672-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,272 | $6,864-66.9% | $6,152-63.1% | $6,531-65.2% |
| Admin fee / account holder | $2,928 | $21,134-86.1% | $17,890-83.6% | $14,480-79.8% |