Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $84,944 | $110,410-23.1% | $102,437-17.1% | $145,897-41.8% |
| Participation rate | 37.5% | 77.9%-40.4pp | 74.5%-37.0pp | 80.3%-42.8pp |
| Annual return | 10.34% | 24.85%-14.5pp | 24.95%-14.6pp | 552.29%-541.9pp |
| Employer contribution / active EE | $831 | $4,217-80.3% | $3,871-78.5% | $4,663-82.2% |
| Participant deferral / active EE | $7,246 | $5,622+28.9% | $5,060+43.2% | $6,689+8.3% |
| Admin fee / account holder | $323 | $9,745-96.7% | $8,388-96.2% | $13,390-97.6% |