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 | $121,572 | $162,812-25.3% | $133,971-9.3% | $158,966-23.5% |
| Participation rate | 52.6% | 83.2%-30.6pp | 79.8%-27.2pp | 82.0%-29.3pp |
| Annual return | 12.81% | 41.94%-29.1pp | 45.09%-32.3pp | 302.95%-290.1pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,017 | $5,910-32.0% | $5,047-20.4% | $5,983-32.9% |
| Admin fee / account holder | $16,175 | $11,741+37.8% | $8,929+81.1% | $11,250+43.8% |