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 | $190,680 | $156,398+21.9% | $147,318+29.4% | $138,895+37.3% |
| Participation rate | 52.2% | 83.8%-31.6pp | 82.1%-29.9pp | 79.9%-27.7pp |
| Annual return | 16.13% | 78.75%-62.6pp | 70.43%-54.3pp | 145.39%-129.3pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,336 | $8,237-35.2% | $7,906-32.5% | $6,396-16.6% |
| Admin fee / account holder | $1,733 | $14,976-88.4% | $13,708-87.4% | $12,562-86.2% |