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 | $85,816 | $46,072+86.3% | $69,779+23.0% | $55,167+55.6% |
| Participation rate | 49.5% | 67.5%-17.9pp | 71.8%-22.3pp | 69.0%-19.4pp |
| Annual return | 5.57% | 8.68%-3.1pp | 12.99%-7.4pp | 169.23%-163.7pp |
| Employer contribution / active EE | $171 | $1,500-88.6% | $2,338-92.7% | $1,963-91.3% |
| Participant deferral / active EE | $3,731 | $2,344+59.2% | $2,931+27.3% | $3,054+22.2% |
| Admin fee / account holder | $3,415 | $428+698.5% | $4,381-22.1% | $504+577.6% |