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 | $84,407 | $198,457-57.5% | $170,435-50.5% | $147,586-42.8% |
| Participation rate | 40.0% | 88.0%-48.0pp | 83.6%-43.6pp | 82.8%-42.8pp |
| Annual return | 17.36% | 257.30%-239.9pp | 205.94%-188.6pp | 578.59%-561.2pp |
| Employer contribution / active EE | $270 | $6,183-95.6% | $5,432-95.0% | $4,876-94.5% |
| Participant deferral / active EE | $1,950 | $5,629-65.4% | $4,939-60.5% | $5,439-64.1% |
| Admin fee / account holder | $1,443 | $16,852-91.4% | $13,881-89.6% | $10,886-86.7% |