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 | $187,305 | $51,638+262.7% | $129,406+44.7% | $80,959+131.4% |
| Participation rate | 57.1% | 56.9%+0.2pp | 69.6%-12.5pp | 67.7%-10.5pp |
| Annual return | 14.26% | 20.78%-6.5pp | 9468.18%-9453.9pp | 35.67%-21.4pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,071 | $2,670-22.4% | $4,167-50.3% | $4,300-51.8% |
| Admin fee / account holder | $4,654 | $4,313+7.9% | $7,689-39.5% | $6,925-32.8% |