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 | $83,777 | $183,988-54.5% | $162,177-48.3% | $152,897-45.2% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.6%-37.6pp | 82.5%-32.5pp |
| Annual return | 22.90% | 150.79%-127.9pp | 115.60%-92.7pp | 345.43%-322.5pp |
| Employer contribution / active EE | $974 | $6,370-84.7% | $5,613-82.6% | $4,764-79.6% |
| Participant deferral / active EE | $3,736 | $8,032-53.5% | $7,297-48.8% | $5,851-36.1% |
| Admin fee / account holder | $3,343 | $13,123-74.5% | $10,843-69.2% | $11,599-71.2% |