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 | $91,968 | $104,098-11.7% | $140,514-34.5% | $94,015-2.2% |
| Participation rate | 50.0% | 73.7%-23.7pp | 77.8%-27.8pp | 70.8%-20.8pp |
| Annual return | 19.33% | 15.14%+4.2pp | 14.36%+5.0pp | 17.84%+1.5pp |
| Employer contribution / active EE | $0 | $2,388-100.0% | $3,378-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,467 | $4,033-38.8% | $4,919-49.8% | $4,249-41.9% |
| Admin fee / account holder | $4,498 | $10,439-56.9% | $13,697-67.2% | $8,951-49.7% |