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 | $104,167 | $57,541+81.0% | $95,728+8.8% | $75,181+38.6% |
| Participation rate | 48.7% | 62.5%-13.8pp | 72.3%-23.5pp | 67.2%-18.5pp |
| Annual return | 14.12% | 34.93%-20.8pp | 28.40%-14.3pp | 160.69%-146.6pp |
| Employer contribution / active EE | $0 | $1,808-100.0% | $2,835-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,805 | $3,074+56.3% | $4,245+13.2% | $4,126+16.5% |
| Admin fee / account holder | $2,314 | $4,099-43.6% | $5,673-59.2% | $5,650-59.1% |