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 | $81,254 | $65,555+23.9% | $86,216-5.8% | $75,173+8.1% |
| Participation rate | 58.4% | 60.5%-2.0pp | 69.0%-10.5pp | 67.2%-8.8pp |
| Annual return | 16.65% | 46.07%-29.4pp | 1169.42%-1152.8pp | 160.72%-144.1pp |
| Employer contribution / active EE | $156 | $1,553-90.0% | $2,382-93.5% | $2,671-94.2% |
| Participant deferral / active EE | $6,326 | $3,023+109.2% | $3,986+58.7% | $4,126+53.3% |
| Admin fee / account holder | $3,621 | $5,469-33.8% | $6,853-47.2% | $5,651-35.9% |