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 | $65,625 | $55,902+17.4% | $76,030-13.7% | $80,959-18.9% |
| Participation rate | 68.0% | 62.1%+5.9pp | 69.1%-1.1pp | 67.7%+0.3pp |
| Annual return | 17.07% | 20.59%-3.5pp | 361.54%-344.5pp | 35.67%-18.6pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,120 | $3,051-63.3% | $4,257-73.7% | $4,300-74.0% |
| Admin fee / account holder | $5,794 | $5,239+10.6% | $6,421-9.8% | $6,925-16.3% |