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 | $110,495 | $112,935-2.2% | $90,970+21.5% | $158,966-30.5% |
| Participation rate | 55.6% | 74.7%-19.2pp | 69.0%-13.5pp | 82.0%-26.4pp |
| Annual return | 10.44% | 215.79%-205.3pp | 134.58%-124.1pp | 302.95%-292.5pp |
| Employer contribution / active EE | $380 | $2,895-86.9% | $2,122-82.1% | $4,762-92.0% |
| Participant deferral / active EE | $5,655 | $4,129+37.0% | $3,373+67.6% | $5,983-5.5% |
| Admin fee / account holder | $16,309 | $8,045+102.7% | $5,960+173.6% | $11,250+45.0% |