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 | $85,548 | $131,835-35.1% | $108,582-21.2% | $273,972-68.8% |
| Participation rate | 61.5% | 83.5%-21.9pp | 79.6%-18.0pp | 83.0%-21.5pp |
| Annual return | 10.59% | -91.57%+102.2pp | -51.70%+62.3pp | 41.46%-30.9pp |
| Employer contribution / active EE | $648 | $4,913-86.8% | $3,758-82.8% | $4,869-86.7% |
| Participant deferral / active EE | $3,080 | $5,127-39.9% | $4,311-28.6% | $5,287-41.8% |
| Admin fee / account holder | $785 | $10,253-92.3% | $7,645-89.7% | $10,133-92.2% |