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 | $195,444 | $223,823-12.7% | $211,142-7.4% | $154,746+26.3% |
| Participation rate | 25.0% | 87.9%-62.9pp | 87.3%-62.3pp | 80.7%-55.7pp |
| Annual return | 14.02% | 50.39%-36.4pp | 46.84%-32.8pp | 172.34%-158.3pp |
| Employer contribution / active EE | $1,056 | $6,787-84.4% | $6,442-83.6% | $4,379-75.9% |
| Participant deferral / active EE | $4,900 | $9,750-49.7% | $9,284-47.2% | $6,730-27.2% |
| Admin fee / account holder | $35,932 | $19,707+82.3% | $19,076+88.4% | $14,365+150.1% |