Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $44,054 | $157,829-72.1% | $136,867-67.8% | $198,609-77.8% |
| Participation rate | 58.3% | 77.2%-18.8pp | 74.5%-16.2pp | 82.4%-24.0pp |
| Annual return | 22.02% | 51.25%-29.2pp | 42.97%-21.0pp | 202.70%-180.7pp |
| Employer contribution / active EE | $0 | $3,923-100.0% | $3,547-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $7,353 | $5,463+34.6% | $4,924+49.3% | $6,977+5.4% |
| Admin fee / account holder | $358 | $11,107-96.8% | $10,340-96.5% | $19,030-98.1% |