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 | $37,163 | $157,276-76.4% | $141,177-73.7% | $152,885-75.7% |
| Participation rate | 64.7% | 84.8%-20.1pp | 82.5%-17.8pp | 82.5%-17.7pp |
| Annual return | 25.67% | 64.33%-38.7pp | 71.40%-45.7pp | 345.39%-319.7pp |
| Employer contribution / active EE | $666 | $5,262-87.3% | $4,736-85.9% | $4,763-86.0% |
| Participant deferral / active EE | $8,916 | $7,110+25.4% | $6,710+32.9% | $5,851+52.4% |
| Admin fee / account holder | $4,953 | $12,123-59.1% | $10,263-51.7% | $11,598-57.3% |