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 | $56,303 | $93,589-39.8% | $135,942-58.6% | $75,181-25.1% |
| Participation rate | 56.4% | 75.2%-18.8pp | 81.9%-25.5pp | 67.2%-10.8pp |
| Annual return | 22.70% | 30.90%-8.2pp | 68.28%-45.6pp | 160.69%-138.0pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,444 | $6,405-15.0% | $7,759-29.8% | $4,126+32.0% |
| Admin fee / account holder | $1,753 | $6,977-74.9% | $10,764-83.7% | $5,650-69.0% |