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 | $122,558 | $127,387-3.8% | $115,038+6.5% | $125,389-2.3% |
| Participation rate | 45.0% | 84.2%-39.2pp | 81.4%-36.4pp | 83.2%-38.2pp |
| Annual return | -2.01% | 31.28%-33.3pp | 26.14%-28.2pp | 282.24%-284.3pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $6,672 | $6,423+3.9% | $6,026+10.7% | $5,352+24.7% |
| Admin fee / account holder | $5,761 | $9,516-39.5% | $8,175-29.5% | $9,541-39.6% |