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 | $190,280 | $87,132+118.4% | $105,624+80.1% | $80,959+135.0% |
| Participation rate | 33.3% | 70.4%-37.1pp | 75.3%-41.9pp | 67.7%-34.3pp |
| Annual return | 13.04% | 17.03%-4.0pp | 116.20%-103.2pp | 35.67%-22.6pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,168-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,947 | $3,985-51.1% | $5,013-61.2% | $4,300-54.7% |
| Admin fee / account holder | $25,916 | $8,449+206.7% | $10,961+136.4% | $6,925+274.2% |