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 | $119,032 | $78,682+51.3% | $109,188+9.0% | $85,851+38.6% |
| Participation rate | 50.0% | 68.3%-18.3pp | 75.9%-25.9pp | 69.3%-19.3pp |
| Annual return | 13.94% | 25.09%-11.2pp | 25.76%-11.8pp | 318.63%-304.7pp |
| Employer contribution / active EE | $598 | $2,734-78.1% | $3,723-83.9% | $2,565-76.7% |
| Participant deferral / active EE | $2,627 | $3,468-24.2% | $4,654-43.5% | $3,952-33.5% |
| Admin fee / account holder | $13,779 | $5,470+151.9% | $6,755+104.0% | $6,261+120.1% |