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 | $81,341 | $116,203-30.0% | $93,621-13.1% | $152,909-46.8% |
| Participation rate | 45.5% | 78.1%-32.6pp | 75.8%-30.4pp | 82.5%-37.0pp |
| Annual return | 15.90% | 35.96%-20.1pp | 32.76%-16.9pp | 345.46%-329.6pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,719-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,729 | $4,605-62.4% | $4,070-57.5% | $5,851-70.4% |
| Admin fee / account holder | $2,201 | $10,751-79.5% | $7,890-72.1% | $11,601-81.0% |