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 | $110,974 | $72,404+53.3% | $110,243+0.7% | $64,173+72.9% |
| Participation rate | 61.2% | 73.3%-12.1pp | 79.8%-18.6pp | 69.6%-8.3pp |
| Annual return | -4.49% | -6.29%+1.8pp | 314.76%-319.2pp | 7.63%-12.1pp |
| Employer contribution / active EE | $495 | $2,282-78.3% | $3,827-87.1% | $2,381-79.2% |
| Participant deferral / active EE | $2,797 | $3,469-19.4% | $4,672-40.1% | $3,470-19.4% |
| Admin fee / account holder | $2,735 | $5,664-51.7% | $8,548-68.0% | $4,887-44.0% |