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 | $169,289 | $129,737+30.5% | $119,126+42.1% | $154,746+9.4% |
| Participation rate | 41.2% | 78.9%-37.7pp | 75.8%-34.6pp | 80.7%-39.5pp |
| Annual return | 10.59% | 379.08%-368.5pp | 282.11%-271.5pp | 172.34%-161.8pp |
| Employer contribution / active EE | $452 | $4,375-89.7% | $4,034-88.8% | $4,379-89.7% |
| Participant deferral / active EE | $3,027 | $5,842-48.2% | $5,318-43.1% | $6,730-55.0% |
| Admin fee / account holder | $2,245 | $11,961-81.2% | $10,693-79.0% | $14,365-84.4% |