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 | $127,059 | $217,432-41.6% | $185,849-31.6% | $167,536-24.2% |
| Participation rate | 40.0% | 86.1%-46.1pp | 81.7%-41.7pp | 82.1%-42.1pp |
| Annual return | 13.67% | 148.42%-134.7pp | 122.10%-108.4pp | 478.82%-465.1pp |
| Employer contribution / active EE | $740 | $5,875-87.4% | $5,169-85.7% | $4,839-84.7% |
| Participant deferral / active EE | $4,210 | $6,357-33.8% | $5,569-24.4% | $6,342-33.6% |
| Admin fee / account holder | $783 | $19,818-96.1% | $16,244-95.2% | $12,315-93.6% |