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 | $50,125 | $51,222-2.1% | $70,544-28.9% | $75,173-33.3% |
| Participation rate | 27.8% | 61.0%-33.1pp | 68.4%-40.5pp | 67.2%-39.4pp |
| Annual return | 18.27% | 30.06%-11.8pp | 32.79%-14.5pp | 160.72%-142.5pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $2,976-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,154 | $2,850+10.7% | $4,568-31.0% | $4,126-23.6% |
| Admin fee / account holder | $752 | $4,096-81.6% | $6,427-88.3% | $5,651-86.7% |