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 | $220,099 | $71,230+209.0% | $93,727+134.8% | $80,959+171.9% |
| Participation rate | 39.3% | 60.4%-21.1pp | 68.7%-29.4pp | 67.7%-28.3pp |
| Annual return | 25.05% | 11.26%+13.8pp | 133.83%-108.8pp | 35.67%-10.6pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,117 | $4,037-47.6% | $4,417-52.1% | $4,300-50.8% |
| Admin fee / account holder | $9,782 | $6,961+40.5% | $8,292+18.0% | $6,925+41.2% |