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 | $60,361 | $64,959-7.1% | $158,226-61.9% | $69,733-13.4% |
| Participation rate | 29.0% | 52.1%-23.1pp | 74.8%-45.9pp | 62.5%-33.5pp |
| Annual return | 17.03% | 18.37%-1.3pp | 501.41%-484.4pp | 15.22%+1.8pp |
| Employer contribution / active EE | $0 | $1,361-100.0% | $2,986-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $2,063 | $2,394-13.8% | $4,317-52.2% | $3,054-32.4% |
| Admin fee / account holder | $781 | $3,340-76.6% | $10,217-92.4% | $3,102-74.8% |