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 | $133,270 | $73,955+80.2% | $96,520+38.1% | $75,181+77.3% |
| Participation rate | 57.7% | 66.4%-8.7pp | 74.3%-16.7pp | 67.2%-9.5pp |
| Annual return | 28.99% | 26.72%+2.3pp | 35.72%-6.7pp | 160.69%-131.7pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,739-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,573 | $3,659-2.4% | $4,879-26.8% | $4,126-13.4% |
| Admin fee / account holder | $1,967 | $5,217-62.3% | $6,733-70.8% | $5,650-65.2% |