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 | $94,816 | $108,882-12.9% | $96,754-2.0% | $154,746-38.7% |
| Participation rate | 53.8% | 75.1%-21.2pp | 70.3%-16.4pp | 80.7%-26.9pp |
| Annual return | 15.49% | 98.39%-82.9pp | 82.04%-66.5pp | 172.34%-156.9pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,378 | $5,323-55.3% | $4,758-50.0% | $6,730-64.7% |
| Admin fee / account holder | $5,693 | $10,200-44.2% | $8,905-36.1% | $14,365-60.4% |