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 | $61,501 | $61,125+0.6% | $94,057-34.6% | $87,485-29.7% |
| Participation rate | 27.3% | 64.1%-36.8pp | 73.3%-46.1pp | 68.9%-41.7pp |
| Annual return | 14.55% | 35.20%-20.7pp | 480.62%-466.1pp | 26.06%-11.5pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,816 | $3,260-44.3% | $4,709-61.4% | $4,274-57.5% |
| Admin fee / account holder | $3,414 | $5,629-39.4% | $7,244-52.9% | $7,775-56.1% |