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 | $97,859 | $116,203-15.8% | $93,621+4.5% | $152,909-36.0% |
| Participation rate | 68.2% | 78.1%-9.9pp | 75.8%-7.7pp | 82.5%-14.3pp |
| Annual return | 23.99% | 35.96%-12.0pp | 32.76%-8.8pp | 345.46%-321.5pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,719-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,408 | $4,605-47.7% | $4,070-40.8% | $5,851-58.8% |
| Admin fee / account holder | $5,428 | $10,751-49.5% | $7,890-31.2% | $11,601-53.2% |