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 | $108,069 | $52,580+105.5% | $71,671+50.8% | $70,126+54.1% |
| Participation rate | 38.5% | 60.9%-22.4pp | 68.7%-30.3pp | 69.5%-31.1pp |
| Annual return | 19.26% | 20.25%-1.0pp | 20.65%-1.4pp | 73.15%-53.9pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,484 | $2,386+46.0% | $3,438+1.3% | $3,332+4.6% |
| Admin fee / account holder | $1,591 | $3,653-56.4% | $5,558-71.4% | $4,645-65.8% |