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 | $125,912 | $63,703+97.7% | $93,063+35.3% | $82,448+52.7% |
| Participation rate | 38.5% | 63.8%-25.4pp | 72.1%-33.7pp | 68.1%-29.6pp |
| Annual return | 18.07% | -775.43%+793.5pp | 34.15%-16.1pp | 41.64%-23.6pp |
| Employer contribution / active EE | $325 | $1,729-81.2% | $2,476-86.9% | $2,551-87.3% |
| Participant deferral / active EE | $2,018 | $2,919-30.9% | $3,958-49.0% | $4,139-51.2% |
| Admin fee / account holder | $1,553 | $5,982-74.0% | $6,033-74.3% | $7,234-78.5% |