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 | $116,028 | $58,258+99.2% | $81,820+41.8% | $80,925+43.4% |
| Participation rate | 53.1% | 63.5%-10.3pp | 72.4%-19.3pp | 67.7%-14.5pp |
| Annual return | 18.82% | 41.76%-22.9pp | 777.93%-759.1pp | 35.65%-16.8pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,183 | $3,284-33.5% | $4,323-49.5% | $4,299-49.2% |
| Admin fee / account holder | $2,397 | $4,976-51.8% | $7,391-67.6% | $6,940-65.5% |