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 | $54,883 | $93,346-41.2% | $71,796-23.6% | $273,972-80.0% |
| Participation rate | 47.4% | 76.5%-29.2pp | 69.1%-21.7pp | 83.0%-35.6pp |
| Annual return | 8.72% | 130.39%-121.7pp | 78.04%-69.3pp | 41.46%-32.7pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,490 | $3,475-57.1% | $2,794-46.7% | $5,287-71.8% |
| Admin fee / account holder | $6,890 | $6,571+4.9% | $4,815+43.1% | $10,133-32.0% |