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 | $159,549 | $227,633-29.9% | $189,597-15.8% | $167,553-4.8% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.4%-28.4pp | 82.1%-32.1pp |
| Annual return | 21.40% | 78.45%-57.0pp | 64.20%-42.8pp | 478.89%-457.5pp |
| Employer contribution / active EE | $399 | $5,317-92.5% | $4,412-91.0% | $4,840-91.8% |
| Participant deferral / active EE | $1,510 | $7,003-78.4% | $6,174-75.6% | $6,343-76.2% |
| Admin fee / account holder | $30,164 | $11,879+153.9% | $9,807+207.6% | $12,316+144.9% |