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 | $169,401 | $73,955+129.1% | $96,520+75.5% | $75,181+125.3% |
| Participation rate | 29.6% | 66.4%-36.8pp | 74.3%-44.7pp | 67.2%-37.6pp |
| Annual return | 21.05% | 26.72%-5.7pp | 35.72%-14.7pp | 160.69%-139.6pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,739-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,933 | $3,659-47.2% | $4,879-60.4% | $4,126-53.1% |
| Admin fee / account holder | $1,340 | $5,217-74.3% | $6,733-80.1% | $5,650-76.3% |