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 | $95,541 | $81,358+17.4% | $155,556-38.6% | $80,959+18.0% |
| Participation rate | 24.1% | 66.3%-42.1pp | 78.2%-54.1pp | 67.7%-43.5pp |
| Annual return | 14.48% | 33.39%-18.9pp | 64.84%-50.4pp | 35.67%-21.2pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,899 | $3,455-45.0% | $5,631-66.3% | $4,300-55.8% |
| Admin fee / account holder | $2,182 | $7,994-72.7% | $15,885-86.3% | $6,925-68.5% |