Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $144,315 | $97,289+48.3% | $92,805+55.5% | $155,188-7.0% |
| Participation rate | 60.0% | 84.2%-24.2pp | 83.5%-23.5pp | 80.8%-20.8pp |
| Annual return | 13.25% | 29.03%-15.8pp | 31.59%-18.3pp | 148.84%-135.6pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,653 | $8,795-47.1% | $8,448-44.9% | $6,531-28.8% |
| Admin fee / account holder | $14,590 | $12,015+21.4% | $10,911+33.7% | $14,480+0.8% |