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 | $84,669 | $132,634-36.2% | $115,768-26.9% | $137,256-38.3% |
| Participation rate | 54.2% | 77.9%-23.7pp | 74.4%-20.2pp | 80.0%-25.8pp |
| Annual return | 18.48% | 160.70%-142.2pp | 100.46%-82.0pp | 220.34%-201.9pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,661 | $5,619-52.6% | $4,917-45.9% | $6,407-58.5% |
| Admin fee / account holder | $4,297 | $15,028-71.4% | $12,439-65.5% | $12,270-65.0% |