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 | $50,104 | $148,629-66.3% | $135,982-63.2% | $139,487-64.1% |
| Participation rate | 65.2% | 83.9%-18.6pp | 81.9%-16.7pp | 80.3%-15.1pp |
| Annual return | 45.42% | 79.33%-33.9pp | 68.32%-22.9pp | 373.84%-328.4pp |
| Employer contribution / active EE | $921 | $5,247-82.4% | $4,859-81.0% | $4,755-80.6% |
| Participant deferral / active EE | $2,551 | $8,102-68.5% | $7,760-67.1% | $6,713-62.0% |
| Admin fee / account holder | $529 | $12,406-95.7% | $10,767-95.1% | $11,407-95.4% |