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 | $83,486 | $166,131-49.7% | $164,975-49.4% | $145,877-42.8% |
| Participation rate | 55.0% | 82.0%-27.0pp | 78.6%-23.6pp | 80.3%-25.3pp |
| Annual return | 13.57% | 100.37%-86.8pp | 70.12%-56.6pp | 551.28%-537.7pp |
| Employer contribution / active EE | $1,046 | $5,276-80.2% | $4,343-75.9% | $4,663-77.6% |
| Participant deferral / active EE | $6,160 | $6,962-11.5% | $6,033+2.1% | $6,691-7.9% |
| Admin fee / account holder | $4,786 | $16,648-71.3% | $12,688-62.3% | $13,402-64.3% |