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 | $104,729 | $183,516-42.9% | $155,534-32.7% | $145,884-28.2% |
| Participation rate | 52.9% | 82.7%-29.8pp | 78.2%-25.3pp | 80.3%-27.4pp |
| Annual return | 11.12% | 61.43%-50.3pp | 64.92%-53.8pp | 551.85%-540.7pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,337 | $6,467-63.9% | $5,630-58.5% | $6,690-65.1% |
| Admin fee / account holder | $2,227 | $19,293-88.5% | $15,900-86.0% | $13,392-83.4% |