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 | $96,996 | $182,442-46.8% | $163,379-40.6% | $138,895-30.2% |
| Participation rate | 41.7% | 79.8%-38.1pp | 76.8%-35.2pp | 79.9%-38.3pp |
| Annual return | 16.94% | 72.74%-55.8pp | 63.41%-46.5pp | 145.39%-128.5pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $7,557 | $6,817+10.9% | $6,282+20.3% | $6,396+18.1% |
| Admin fee / account holder | $2,889 | $10,396-72.2% | $9,818-70.6% | $12,562-77.0% |