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 | $23,573 | $129,737-81.8% | $119,126-80.2% | $154,746-84.8% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 15.10% | 379.08%-364.0pp | 282.11%-267.0pp | 172.34%-157.2pp |
| Employer contribution / active EE | $889 | $4,375-79.7% | $4,034-78.0% | $4,379-79.7% |
| Participant deferral / active EE | $2,695 | $5,842-53.9% | $5,318-49.3% | $6,730-60.0% |
| Admin fee / account holder | $1,183 | $11,961-90.1% | $10,693-88.9% | $14,365-91.8% |