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 | $63,594 | $135,956-53.2% | $123,894-48.7% | $273,972-76.8% |
| Participation rate | 56.5% | 84.1%-27.5pp | 81.4%-24.9pp | 83.0%-26.5pp |
| Annual return | 13.36% | 56.63%-43.3pp | 47.52%-34.2pp | 41.46%-28.1pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,980 | $6,343-5.7% | $5,984-0.1% | $5,287+13.1% |
| Admin fee / account holder | $482 | $9,817-95.1% | $8,357-94.2% | $10,133-95.2% |