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 | $104,163 | $127,387-18.2% | $115,038-9.5% | $125,389-16.9% |
| Participation rate | 18.8% | 84.2%-65.4pp | 81.4%-62.6pp | 83.2%-64.4pp |
| Annual return | -0.68% | 31.28%-32.0pp | 26.14%-26.8pp | 282.24%-282.9pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $6,473 | $6,423+0.8% | $6,026+7.4% | $5,352+21.0% |
| Admin fee / account holder | $3,866 | $9,516-59.4% | $8,175-52.7% | $9,541-59.5% |