Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $58,719 | $103,393-43.2% | $87,103-32.6% | $152,909-61.6% |
| Participation rate | 61.5% | 79.4%-17.8pp | 76.9%-15.3pp | 82.5%-20.9pp |
| Annual return | 21.43% | 28.10%-6.7pp | 28.19%-6.8pp | 345.46%-324.0pp |
| Employer contribution / active EE | $592 | $3,221-81.6% | $2,521-76.5% | $4,764-87.6% |
| Participant deferral / active EE | $5,012 | $4,778+4.9% | $4,049+23.8% | $5,851-14.3% |
| Admin fee / account holder | $931 | $12,195-92.4% | $7,491-87.6% | $11,601-92.0% |