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 | $87,705 | $127,387-31.2% | $115,038-23.8% | $125,389-30.1% |
| Participation rate | 0.0% | 84.2%-84.2pp | 81.4%-81.4pp | 83.2%-83.2pp |
| Annual return | 0.38% | 31.28%-30.9pp | 26.14%-25.8pp | 282.24%-281.9pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $8,087 | $6,423+25.9% | $6,026+34.2% | $5,352+51.1% |
| Admin fee / account holder | $2,972 | $9,516-68.8% | $8,175-63.6% | $9,541-68.9% |