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 | $43,510 | $106,905-59.3% | $84,020-48.2% | $152,885-71.5% |
| Participation rate | 69.6% | 75.2%-5.7pp | 69.0%+0.6pp | 82.5%-12.9pp |
| Annual return | 26.08% | 105.00%-78.9pp | 71.31%-45.2pp | 345.39%-319.3pp |
| Employer contribution / active EE | $293 | $2,735-89.3% | $1,984-85.2% | $4,763-93.8% |
| Participant deferral / active EE | $1,627 | $4,012-59.4% | $3,239-49.8% | $5,851-72.2% |
| Admin fee / account holder | $1,226 | $8,287-85.2% | $6,101-79.9% | $11,598-89.4% |