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 | $42,274 | $53,128-20.4% | $86,581-51.2% | $70,124-39.7% |
| Participation rate | 66.7% | 65.3%+1.4pp | 73.5%-6.9pp | 69.5%-2.9pp |
| Annual return | 16.20% | 27.66%-11.5pp | 965.06%-948.9pp | 73.14%-56.9pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,840-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,171 | $2,695-56.6% | $3,609-67.6% | $3,332-64.9% |
| Admin fee / account holder | $309 | $3,584-91.4% | $4,904-93.7% | $4,645-93.3% |