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 | $84,859 | $102,385-17.1% | $147,080-42.3% | $80,935+4.8% |
| Participation rate | 59.3% | 75.9%-16.5pp | 82.2%-22.9pp | 67.7%-8.3pp |
| Annual return | 14.31% | 135.09%-120.8pp | 420.17%-405.9pp | 35.66%-21.3pp |
| Employer contribution / active EE | $724 | $3,717-80.5% | $4,933-85.3% | $2,757-73.7% |
| Participant deferral / active EE | $4,824 | $6,651-27.5% | $8,066-40.2% | $4,299+12.2% |
| Admin fee / account holder | $3,254 | $7,951-59.1% | $12,989-74.9% | $6,924-53.0% |