Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $68,219 | $111,814-39.0% | $93,654-27.2% | $145,959-53.3% |
| Participation rate | 53.8% | 74.2%-20.4pp | 68.7%-14.9pp | 80.3%-26.4pp |
| Annual return | 14.24% | 203.30%-189.1pp | 133.34%-119.1pp | 561.95%-547.7pp |
| Employer contribution / active EE | $313 | $3,092-89.9% | $2,421-87.1% | $4,661-93.3% |
| Participant deferral / active EE | $4,636 | $4,914-5.7% | $4,413+5.1% | $6,689-30.7% |
| Admin fee / account holder | $301 | $10,246-97.1% | $8,282-96.4% | $13,398-97.8% |