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 | $79,636 | $172,111-53.7% | $150,298-47.0% | $137,256-42.0% |
| Participation rate | 59.1% | 81.7%-22.6pp | 77.8%-18.7pp | 80.0%-20.9pp |
| Annual return | 18.37% | 69.37%-51.0pp | 62.79%-44.4pp | 220.34%-202.0pp |
| Employer contribution / active EE | $614 | $4,636-86.8% | $4,154-85.2% | $4,156-85.2% |
| Participant deferral / active EE | $1,898 | $6,166-69.2% | $5,453-65.2% | $6,407-70.4% |
| Admin fee / account holder | $946 | $16,471-94.3% | $14,116-93.3% | $12,270-92.3% |