Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $124,705 | $123,478+1.0% | $216,567-42.4% | $94,015+32.6% |
| Participation rate | 50.0% | 75.1%-25.1pp | 81.6%-31.6pp | 70.8%-20.8pp |
| Annual return | 14.19% | 23.61%-9.4pp | 12.94%+1.2pp | 17.84%-3.7pp |
| Employer contribution / active EE | $0 | $3,136-100.0% | $5,216-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $3,156 | $4,556-30.7% | $6,191-49.0% | $4,249-25.7% |
| Admin fee / account holder | $5,493 | $12,753-56.9% | $21,981-75.0% | $8,951-38.6% |