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 | $70,668 | $63,703+10.9% | $93,063-24.1% | $82,448-14.3% |
| Participation rate | 61.5% | 63.8%-2.3pp | 72.1%-10.6pp | 68.1%-6.5pp |
| Annual return | 16.94% | -775.43%+792.4pp | 34.15%-17.2pp | 41.64%-24.7pp |
| Employer contribution / active EE | $300 | $1,729-82.6% | $2,476-87.9% | $2,551-88.2% |
| Participant deferral / active EE | $1,314 | $2,919-55.0% | $3,958-66.8% | $4,139-68.2% |
| Admin fee / account holder | $729 | $5,982-87.8% | $6,033-87.9% | $7,234-89.9% |