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 | $73,704 | $117,829-37.4% | $102,423-28.0% | $145,877-49.5% |
| Participation rate | 56.5% | 78.6%-22.1pp | 76.5%-20.0pp | 80.3%-23.8pp |
| Annual return | 26.55% | 31.83%-5.3pp | 29.42%-2.9pp | 551.28%-524.7pp |
| Employer contribution / active EE | $485 | $3,615-86.6% | $3,023-84.0% | $4,663-89.6% |
| Participant deferral / active EE | $4,163 | $5,732-27.4% | $5,054-17.6% | $6,691-37.8% |
| Admin fee / account holder | $1,971 | $13,335-85.2% | $9,455-79.2% | $13,402-85.3% |