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 | $104,157 | $51,202+103.4% | $70,548+47.6% | $75,181+38.5% |
| Participation rate | 33.3% | 61.0%-27.6pp | 68.3%-35.0pp | 67.2%-33.9pp |
| Annual return | 17.94% | 30.05%-12.1pp | 32.78%-14.8pp | 160.69%-142.7pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $2,975-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,007 | $2,850+5.5% | $4,567-34.2% | $4,126-27.1% |
| Admin fee / account holder | $11,385 | $4,094+178.1% | $6,424+77.2% | $5,650+101.5% |