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 | $111,475 | $215,361-48.2% | $171,082-34.8% | $273,972-59.3% |
| Participation rate | 41.7% | 82.0%-40.4pp | 76.7%-35.0pp | 83.0%-41.3pp |
| Annual return | 3.55% | 25.14%-21.6pp | 32.56%-29.0pp | 41.46%-37.9pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,139 | $5,543-25.3% | $4,797-13.7% | $5,287-21.7% |
| Admin fee / account holder | $4,474 | $10,846-58.7% | $8,520-47.5% | $10,133-55.8% |