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 | $82,323 | $124,346-33.8% | $111,306-26.0% | $167,553-50.9% |
| Participation rate | 63.2% | 79.6%-16.5pp | 77.3%-14.2pp | 82.1%-19.0pp |
| Annual return | 15.72% | 37.46%-21.7pp | 54.67%-39.0pp | 478.89%-463.2pp |
| Employer contribution / active EE | $215 | $3,438-93.8% | $2,732-92.1% | $4,840-95.6% |
| Participant deferral / active EE | $3,282 | $5,182-36.7% | $4,488-26.9% | $6,343-48.3% |
| Admin fee / account holder | $2,148 | $10,623-79.8% | $7,966-73.0% | $12,316-82.6% |