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 | $115,706 | $63,861+81.2% | $104,625+10.6% | $79,852+44.9% |
| Participation rate | 42.5% | 64.9%-22.4pp | 74.1%-31.5pp | 69.6%-27.1pp |
| Annual return | 20.55% | 21.30%-0.7pp | 340.60%-320.0pp | 31.72%-11.2pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,681-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,013 | $2,693+11.9% | $3,738-19.4% | $3,740-19.5% |
| Admin fee / account holder | $4,622 | $4,185+10.4% | $6,465-28.5% | $5,306-12.9% |