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 | $160,454 | $87,060+84.3% | $105,591+52.0% | $80,911+98.3% |
| Participation rate | 52.0% | 70.4%-18.4pp | 75.3%-23.3pp | 67.6%-15.6pp |
| Annual return | 10.62% | 17.05%-6.4pp | 116.43%-105.8pp | 35.63%-25.0pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,166-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,852 | $3,986-28.5% | $5,008-43.1% | $4,297-33.6% |
| Admin fee / account holder | $12,830 | $8,442+52.0% | $11,024+16.4% | $6,935+85.0% |