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 | $166,441 | $115,225+44.4% | $100,712+65.3% | $138,895+19.8% |
| Participation rate | 41.7% | 74.3%-32.7pp | 69.3%-27.6pp | 79.9%-38.3pp |
| Annual return | 14.15% | 40.35%-26.2pp | 33.27%-19.1pp | 145.39%-131.2pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,418 | $4,699-69.8% | $4,085-65.3% | $6,396-77.8% |
| Admin fee / account holder | $2,216 | $10,844-79.6% | $9,256-76.1% | $12,562-82.4% |