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 | $184,545 | $115,917+59.2% | $100,535+83.6% | $158,982+16.1% |
| Participation rate | 64.7% | 81.6%-16.9pp | 79.4%-14.7pp | 82.0%-17.3pp |
| Annual return | 21.69% | 34.80%-13.1pp | 30.90%-9.2pp | 302.99%-281.3pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $8,152 | $6,677+22.1% | $6,271+30.0% | $5,983+36.2% |
| Admin fee / account holder | $571 | $11,002-94.8% | $8,085-92.9% | $11,252-94.9% |