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 | $82,779 | $112,935-26.7% | $90,970-9.0% | $158,966-47.9% |
| Participation rate | 41.7% | 74.7%-33.1pp | 69.0%-27.3pp | 82.0%-40.3pp |
| Annual return | 15.15% | 215.79%-200.6pp | 134.58%-119.4pp | 302.95%-287.8pp |
| Employer contribution / active EE | $0 | $2,895-100.0% | $2,122-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,171 | $4,129+25.2% | $3,373+53.3% | $5,983-13.6% |
| Admin fee / account holder | $401 | $8,045-95.0% | $5,960-93.3% | $11,250-96.4% |