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 | $157,534 | $118,869+32.5% | $96,575+63.1% | $167,518-6.0% |
| Participation rate | 40.0% | 75.5%-35.5pp | 69.8%-29.8pp | 82.1%-42.1pp |
| Annual return | 12.53% | 50.49%-38.0pp | 37.79%-25.3pp | 478.71%-466.2pp |
| Employer contribution / active EE | $200 | $3,120-93.6% | $2,357-91.5% | $4,838-95.9% |
| Participant deferral / active EE | $1,172 | $4,616-74.6% | $3,849-69.6% | $6,342-81.5% |
| Admin fee / account holder | $536 | $8,067-93.4% | $6,182-91.3% | $12,312-95.7% |