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 | $111,635 | $79,209+40.9% | $102,434+9.0% | $74,459+49.9% |
| Participation rate | 59.4% | 74.8%-15.4pp | 76.5%-17.1pp | 67.2%-7.8pp |
| Annual return | 16.29% | 54.98%-38.7pp | 29.46%-13.2pp | 1369.70%-1353.4pp |
| Employer contribution / active EE | $722 | $2,362-69.4% | $3,023-76.1% | $2,626-72.5% |
| Participant deferral / active EE | $4,894 | $4,417+10.8% | $5,055-3.2% | $4,350+12.5% |
| Admin fee / account holder | $4,404 | $2,002+120.0% | $9,462-53.5% | $1,945+126.4% |