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 | $135,197 | $86,298+56.7% | $111,308+21.5% | $85,847+57.5% |
| Participation rate | 48.4% | 73.3%-24.9pp | 77.3%-28.9pp | 69.3%-20.9pp |
| Annual return | 13.07% | 19.99%-6.9pp | 54.67%-41.6pp | 318.61%-305.5pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,103 | $3,641-42.2% | $4,487-53.1% | $3,952-46.8% |
| Admin fee / account holder | $16,758 | $8,189+104.6% | $7,965+110.4% | $6,261+167.7% |