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 | $133,188 | $71,230+87.0% | $93,727+42.1% | $80,959+64.5% |
| Participation rate | 48.9% | 60.4%-11.5pp | 68.7%-19.8pp | 67.7%-18.8pp |
| Annual return | 12.49% | 11.26%+1.2pp | 133.83%-121.3pp | 35.67%-23.2pp |
| Employer contribution / active EE | $3 | $1,565-99.8% | $2,421-99.9% | $2,757-99.9% |
| Participant deferral / active EE | $2,031 | $4,037-49.7% | $4,417-54.0% | $4,300-52.8% |
| Admin fee / account holder | $16,725 | $6,961+140.3% | $8,292+101.7% | $6,925+141.5% |