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 | $139,873 | $29,319+377.1% | $52,425+166.8% | $82,448+69.6% |
| Participation rate | 48.0% | 46.9%+1.1pp | 55.6%-7.6pp | 68.1%-20.1pp |
| Annual return | 21.47% | 535.20%-513.7pp | 302.12%-280.6pp | 41.64%-20.2pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,705 | $1,171+301.7% | $1,790+162.8% | $4,139+13.7% |
| Admin fee / account holder | $16,896 | $1,962+761.1% | $2,495+577.2% | $7,234+133.5% |