Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $109,688 | $98,766+11.1% | $149,730-26.7% | $79,852+37.4% |
| Participation rate | 64.5% | 75.8%-11.3pp | 82.5%-18.0pp | 69.6%-5.1pp |
| Annual return | 16.92% | 27.43%-10.5pp | 276.70%-259.8pp | 31.72%-14.8pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,366 | $5,681-40.7% | $6,843-50.8% | $3,740-10.0% |
| Admin fee / account holder | $2,450 | $6,052-59.5% | $9,310-73.7% | $5,306-53.8% |