Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $112,627 | $71,873+56.7% | $86,698+29.9% | $68,490+64.4% |
| Participation rate | 28.9% | 72.2%-43.4pp | 76.6%-47.7pp | 67.9%-39.0pp |
| Annual return | -11.88% | 3.54%-15.4pp | 35.96%-47.8pp | -7.85%-4.0pp |
| Employer contribution / active EE | $368 | $2,173-83.1% | $2,837-87.0% | $2,597-85.8% |
| Participant deferral / active EE | $2,156 | $3,779-42.9% | $4,656-53.7% | $4,028-46.5% |
| Admin fee / account holder | $11,633 | $6,110+90.4% | $7,492+55.3% | $5,403+115.3% |