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 | $126,755 | $48,314+162.4% | $67,561+87.6% | $80,925+56.6% |
| Participation rate | 12.5% | 66.4%-53.9pp | 72.9%-60.4pp | 67.7%-55.2pp |
| Annual return | 12.39% | 18.28%-5.9pp | 3525.44%-3513.0pp | 35.65%-23.3pp |
| Employer contribution / active EE | $144 | $2,022-92.9% | $2,735-94.7% | $2,756-94.8% |
| Participant deferral / active EE | $1,052 | $2,927-64.1% | $4,003-73.7% | $4,299-75.5% |
| Admin fee / account holder | $717 | $3,690-80.6% | $4,006-82.1% | $6,940-89.7% |