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 | $134,113 | $49,164+172.8% | $121,169+10.7% | $75,181+78.4% |
| Participation rate | 39.3% | 55.4%-16.1pp | 69.5%-30.2pp | 67.2%-27.9pp |
| Annual return | 15.95% | 56.03%-40.1pp | 986.71%-970.8pp | 160.69%-144.7pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,168-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,766 | $2,628+5.2% | $4,083-32.3% | $4,126-33.0% |
| Admin fee / account holder | $1,345 | $3,942-65.9% | $5,645-76.2% | $5,650-76.2% |