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 | $114,967 | $131,835-12.8% | $108,582+5.9% | $273,972-58.0% |
| Participation rate | 63.2% | 83.5%-20.3pp | 79.6%-16.4pp | 83.0%-19.9pp |
| Annual return | 7.76% | -91.57%+99.3pp | -51.70%+59.5pp | 41.46%-33.7pp |
| Employer contribution / active EE | $763 | $4,913-84.5% | $3,758-79.7% | $4,869-84.3% |
| Participant deferral / active EE | $2,035 | $5,127-60.3% | $4,311-52.8% | $5,287-61.5% |
| Admin fee / account holder | $3,643 | $10,253-64.5% | $7,645-52.3% | $10,133-64.0% |