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 | $117,276 | $57,119+105.3% | $85,187+37.7% | $80,935+44.9% |
| Participation rate | 44.2% | 56.4%-12.2pp | 67.5%-23.3pp | 67.7%-23.5pp |
| Annual return | 11.83% | 21.70%-9.9pp | 66.67%-54.8pp | 35.66%-23.8pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,732-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,762 | $3,115-43.4% | $4,525-61.1% | $4,299-59.0% |
| Admin fee / account holder | $1,419 | $4,990-71.6% | $6,162-77.0% | $6,924-79.5% |