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 | $165,778 | $165,381+0.2% | $149,730+10.7% | $158,966+4.3% |
| Participation rate | 30.0% | 84.6%-54.6pp | 82.5%-52.5pp | 82.0%-52.0pp |
| Annual return | 27.91% | 348.29%-320.4pp | 276.70%-248.8pp | 302.95%-275.0pp |
| Employer contribution / active EE | $226 | $5,104-95.6% | $4,645-95.1% | $4,762-95.3% |
| Participant deferral / active EE | $2,755 | $7,182-61.6% | $6,843-59.7% | $5,983-54.0% |
| Admin fee / account holder | $8,586 | $10,809-20.6% | $9,310-7.8% | $11,250-23.7% |