Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $105,801 | $57,140+85.2% | $85,240+24.1% | $80,959+30.7% |
| Participation rate | 41.4% | 56.4%-15.0pp | 67.5%-26.1pp | 67.7%-26.3pp |
| Annual return | 17.40% | 21.71%-4.3pp | 66.75%-49.4pp | 35.67%-18.3pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,231 | $3,115+67.9% | $4,527+15.6% | $4,300+21.7% |
| Admin fee / account holder | $16,506 | $4,992+230.7% | $6,165+167.8% | $6,925+138.3% |