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 | $52,896 | $157,296-66.4% | $141,191-62.5% | $152,897-65.4% |
| Participation rate | 52.9% | 84.8%-31.9pp | 82.5%-29.5pp | 82.5%-29.5pp |
| Annual return | 23.44% | 64.34%-40.9pp | 71.41%-48.0pp | 345.43%-322.0pp |
| Employer contribution / active EE | $337 | $5,262-93.6% | $4,736-92.9% | $4,764-92.9% |
| Participant deferral / active EE | $4,503 | $7,111-36.7% | $6,710-32.9% | $5,851-23.0% |
| Admin fee / account holder | $992 | $12,125-91.8% | $10,264-90.3% | $11,599-91.4% |