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 | $214,515 | $166,268+29.0% | $165,100+29.9% | $145,897+47.0% |
| Participation rate | 42.1% | 82.0%-39.9pp | 78.6%-36.5pp | 80.3%-38.2pp |
| Annual return | 17.87% | 100.52%-82.6pp | 70.21%-52.3pp | 552.29%-534.4pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,129 | $6,964-12.0% | $6,035+1.5% | $6,689-8.4% |
| Admin fee / account holder | $6,756 | $16,659-59.4% | $12,696-46.8% | $13,390-49.5% |