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 | $128,695 | $192,829-33.3% | $142,516-9.7% | $139,466-7.7% |
| Participation rate | 36.4% | 81.4%-45.1pp | 76.8%-40.4pp | 80.3%-44.0pp |
| Annual return | 21.57% | 17.99%+3.6pp | 19.99%+1.6pp | 373.66%-352.1pp |
| Employer contribution / active EE | $0 | $5,808-100.0% | $4,849-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,439 | $7,200-66.1% | $6,280-61.2% | $6,712-63.7% |
| Admin fee / account holder | $331 | $15,120-97.8% | $10,008-96.7% | $11,409-97.1% |