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 | $73,316 | $106,749-31.3% | $145,433-49.6% | $82,448-11.1% |
| Participation rate | 60.0% | 75.6%-15.6pp | 82.1%-22.1pp | 68.1%-8.1pp |
| Annual return | 16.58% | 27.59%-11.0pp | 66.58%-50.0pp | 41.64%-25.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,433 | $6,519-1.3% | $7,897-18.5% | $4,139+55.4% |
| Admin fee / account holder | $13,609 | $8,390+62.2% | $13,129+3.7% | $7,234+88.1% |