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 | $85,903 | $162,136-47.0% | $152,301-43.6% | $154,746-44.5% |
| Participation rate | 68.8% | 84.1%-15.4pp | 82.4%-13.7pp | 80.7%-12.0pp |
| Annual return | 14.97% | 91.02%-76.1pp | 80.50%-65.5pp | 172.34%-157.4pp |
| Employer contribution / active EE | $349 | $4,890-92.9% | $4,624-92.5% | $4,379-92.0% |
| Participant deferral / active EE | $3,491 | $8,341-58.2% | $8,004-56.4% | $6,730-48.1% |
| Admin fee / account holder | $3,080 | $15,759-80.5% | $14,398-78.6% | $14,365-78.6% |