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 | $187,857 | $154,193+21.8% | $130,045+44.5% | $139,466+34.7% |
| Participation rate | 41.2% | 82.0%-40.8pp | 78.5%-37.3pp | 80.3%-39.2pp |
| Annual return | 25.23% | 32.51%-7.3pp | -137.30%+162.5pp | 373.66%-348.4pp |
| Employer contribution / active EE | $1,057 | $5,292-80.0% | $4,321-75.5% | $4,754-77.8% |
| Participant deferral / active EE | $3,870 | $6,709-42.3% | $5,820-33.5% | $6,712-42.3% |
| Admin fee / account holder | $405 | $13,989-97.1% | $10,600-96.2% | $11,409-96.5% |