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 | $73,572 | $61,125+20.4% | $94,057-21.8% | $87,485-15.9% |
| Participation rate | 29.3% | 64.1%-34.7pp | 73.3%-44.0pp | 68.9%-39.6pp |
| Annual return | 22.84% | 35.20%-12.4pp | 480.62%-457.8pp | 26.06%-3.2pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,749 | $3,260+76.3% | $4,709+22.1% | $4,274+34.5% |
| Admin fee / account holder | $9,765 | $5,629+73.5% | $7,244+34.8% | $7,775+25.6% |