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 | $88,965 | $165,381-46.2% | $149,730-40.6% | $158,966-44.0% |
| Participation rate | 14.3% | 84.6%-70.3pp | 82.5%-68.2pp | 82.0%-67.7pp |
| Annual return | 36.19% | 348.29%-312.1pp | 276.70%-240.5pp | 302.95%-266.8pp |
| Employer contribution / active EE | $506 | $5,104-90.1% | $4,645-89.1% | $4,762-89.4% |
| Participant deferral / active EE | $4,212 | $7,182-41.4% | $6,843-38.4% | $5,983-29.6% |
| Admin fee / account holder | $324 | $10,809-97.0% | $9,310-96.5% | $11,250-97.1% |