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 | $160,326 | $131,835+21.6% | $108,582+47.7% | $273,972-41.5% |
| Participation rate | 55.6% | 83.5%-27.9pp | 79.6%-24.0pp | 83.0%-27.5pp |
| Annual return | 7.94% | -91.57%+99.5pp | -51.70%+59.6pp | 41.46%-33.5pp |
| Employer contribution / active EE | $552 | $4,913-88.8% | $3,758-85.3% | $4,869-88.7% |
| Participant deferral / active EE | $4,061 | $5,127-20.8% | $4,311-5.8% | $5,287-23.2% |
| Admin fee / account holder | $2,803 | $10,253-72.7% | $7,645-63.3% | $10,133-72.3% |