Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $231,031 | $51,638+347.4% | $68,368+237.9% | $82,448+180.2% |
| Participation rate | 4.5% | 63.6%-59.1pp | 73.8%-69.2pp | 68.1%-63.5pp |
| Annual return | 17.28% | 37.53%-20.3pp | 292.57%-275.3pp | 41.64%-24.4pp |
| Employer contribution / active EE | $79 | $2,047-96.1% | $2,649-97.0% | $2,551-96.9% |
| Participant deferral / active EE | $1,409 | $2,914-51.6% | $4,123-65.8% | $4,139-66.0% |
| Admin fee / account holder | $648 | $4,643-86.0% | $5,150-87.4% | $7,234-91.0% |