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 | $84,271 | $93,345-9.7% | $119,126-29.3% | $87,485-3.7% |
| Participation rate | 50.0% | 68.7%-18.7pp | 75.8%-25.8pp | 68.9%-18.9pp |
| Annual return | 20.90% | 19.08%+1.8pp | 282.11%-261.2pp | 26.06%-5.2pp |
| Employer contribution / active EE | $758 | $3,172-76.1% | $4,034-81.2% | $2,596-70.8% |
| Participant deferral / active EE | $2,103 | $4,099-48.7% | $5,318-60.5% | $4,274-50.8% |
| Admin fee / account holder | $2,437 | $8,039-69.7% | $10,693-77.2% | $7,775-68.7% |