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 | $71,365 | $184,014-61.2% | $161,149-55.7% | $138,895-48.6% |
| Participation rate | 64.3% | 82.1%-17.8pp | 78.8%-14.6pp | 79.9%-15.6pp |
| Annual return | 22.18% | 21.52%+0.7pp | 21.16%+1.0pp | 145.39%-123.2pp |
| Employer contribution / active EE | $427 | $5,055-91.6% | $4,360-90.2% | $4,194-89.8% |
| Participant deferral / active EE | $3,443 | $6,909-50.2% | $6,153-44.0% | $6,396-46.2% |
| Admin fee / account holder | $1,773 | $18,027-90.2% | $15,194-88.3% | $12,562-85.9% |