Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $168,553 | $227,399-25.9% | $189,758-11.2% | $198,609-15.1% |
| Participation rate | 18.2% | 84.0%-65.8pp | 79.8%-61.6pp | 82.4%-64.2pp |
| Annual return | 14.22% | 61.03%-46.8pp | 52.62%-38.4pp | 202.70%-188.5pp |
| Employer contribution / active EE | $1,289 | $5,526-76.7% | $4,767-72.9% | $5,055-74.5% |
| Participant deferral / active EE | $4,273 | $6,837-37.5% | $5,856-27.0% | $6,977-38.8% |
| Admin fee / account holder | $1,609 | $25,162-93.6% | $20,388-92.1% | $19,030-91.5% |