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 | $102,764 | $133,998-23.3% | $112,263-8.5% | $134,545-23.6% |
| Participation rate | 38.5% | 78.6%-40.1pp | 75.1%-36.6pp | 81.2%-42.8pp |
| Annual return | -13.76% | 47.17%-60.9pp | 27.49%-41.2pp | 418.37%-432.1pp |
| Employer contribution / active EE | $594 | $4,040-85.3% | $3,636-83.7% | $4,742-87.5% |
| Participant deferral / active EE | $2,632 | $5,292-50.3% | $4,729-44.3% | $6,401-58.9% |
| Admin fee / account holder | $3,051 | $7,493-59.3% | $6,410-52.4% | $11,431-73.3% |