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 | $99,789 | $85,766+16.3% | $136,298-26.8% | $70,126+42.3% |
| Participation rate | 63.5% | 74.2%-10.7pp | 81.9%-18.4pp | 69.5%-6.0pp |
| Annual return | 20.79% | 31.46%-10.7pp | 5156.27%-5135.5pp | 73.15%-52.4pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,184 | $5,051+2.6% | $6,247-17.0% | $3,332+55.6% |
| Admin fee / account holder | $20,988 | $5,421+287.2% | $9,244+127.1% | $4,645+351.8% |