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 | $105,036 | $115,814-9.3% | $101,275+3.7% | $158,982-33.9% |
| Participation rate | 42.1% | 79.4%-37.3pp | 75.8%-33.7pp | 82.0%-39.9pp |
| Annual return | 11.70% | 56.16%-44.5pp | 46.48%-34.8pp | 302.99%-291.3pp |
| Employer contribution / active EE | $177 | $4,176-95.8% | $3,660-95.2% | $4,763-96.3% |
| Participant deferral / active EE | $1,766 | $4,958-64.4% | $4,371-59.6% | $5,983-70.5% |
| Admin fee / account holder | $32,778 | $7,249+352.2% | $5,948+451.1% | $11,252+191.3% |