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 | $97,297 | $156,398-37.8% | $147,318-34.0% | $138,895-29.9% |
| Participation rate | 64.3% | 83.8%-19.5pp | 82.1%-17.8pp | 79.9%-15.6pp |
| Annual return | 14.21% | 78.75%-64.5pp | 70.43%-56.2pp | 145.39%-131.2pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,350 | $8,237-47.2% | $7,906-45.0% | $6,396-32.0% |
| Admin fee / account holder | $15,415 | $14,976+2.9% | $13,708+12.5% | $12,562+22.7% |