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 | $83,275 | $106,864-22.1% | $147,318-43.5% | $82,637+0.8% |
| Participation rate | 33.3% | 75.5%-42.2pp | 82.1%-48.7pp | 68.1%-34.7pp |
| Annual return | 25.11% | 27.49%-2.4pp | 70.43%-45.3pp | 53.51%-28.4pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,698 | $6,496-27.7% | $7,906-40.6% | $4,126+13.8% |
| Admin fee / account holder | $4,580 | $8,415-45.6% | $13,708-66.6% | $7,339-37.6% |