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 | $58,584 | $81,262-27.9% | $155,602-62.4% | $80,911-27.6% |
| Participation rate | 33.3% | 66.2%-32.9pp | 78.2%-44.9pp | 67.6%-34.3pp |
| Annual return | 16.50% | 33.34%-16.8pp | 64.81%-48.3pp | 35.63%-19.1pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $4,675-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,278 | $3,451-63.0% | $5,629-77.3% | $4,297-70.3% |
| Admin fee / account holder | $4,106 | $7,992-48.6% | $15,923-74.2% | $6,935-40.8% |