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 | $75,536 | $138,312-45.4% | $122,979-38.6% | $155,188-51.3% |
| Participation rate | 59.1% | 80.2%-21.1pp | 77.2%-18.1pp | 80.8%-21.7pp |
| Annual return | 12.44% | 22.06%-9.6pp | 20.12%-7.7pp | 148.84%-136.4pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,825 | $5,592-49.5% | $5,003-43.5% | $6,531-56.7% |
| Admin fee / account holder | $11,984 | $15,089-20.6% | $12,864-6.8% | $14,480-17.2% |