Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $58,201 | $183,539-68.3% | $155,556-62.6% | $145,897-60.1% |
| Participation rate | 47.4% | 82.7%-35.3pp | 78.2%-30.9pp | 80.3%-32.9pp |
| Annual return | 14.12% | 61.31%-47.2pp | 64.84%-50.7pp | 552.29%-538.2pp |
| Employer contribution / active EE | $840 | $5,315-84.2% | $4,675-82.0% | $4,663-82.0% |
| Participant deferral / active EE | $3,760 | $6,467-41.9% | $5,631-33.2% | $6,689-43.8% |
| Admin fee / account holder | $1,038 | $19,275-94.6% | $15,885-93.5% | $13,390-92.2% |