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 | $232,286 | $102,632+126.3% | $81,988+183.3% | $158,950+46.1% |
| Participation rate | 40.0% | 75.5%-35.5pp | 69.3%-29.3pp | 82.0%-42.0pp |
| Annual return | 7.49% | 61.05%-53.6pp | 41.31%-33.8pp | 302.91%-295.4pp |
| Employer contribution / active EE | $0 | $3,241-100.0% | $2,498-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,854 | $4,649-38.6% | $3,722-23.3% | $5,983-52.3% |
| Admin fee / account holder | $1,233 | $8,237-85.0% | $5,665-78.2% | $11,248-89.0% |