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 | $139,488 | $197,625-29.4% | $177,840-21.6% | $158,966-12.3% |
| Participation rate | 56.5% | 88.5%-32.0pp | 87.7%-31.2pp | 82.0%-25.4pp |
| Annual return | 15.24% | 58.76%-43.5pp | 48.32%-33.1pp | 302.95%-287.7pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,914 | $8,405-53.4% | $7,714-49.3% | $5,983-34.6% |
| Admin fee / account holder | $663 | $15,405-95.7% | $12,431-94.7% | $11,250-94.1% |