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 | $101,866 | $175,259-41.9% | $149,723-32.0% | $139,487-27.0% |
| Participation rate | 46.7% | 83.4%-36.7pp | 78.8%-32.1pp | 80.3%-33.7pp |
| Annual return | 16.30% | 166.82%-150.5pp | 134.50%-118.2pp | 373.84%-357.5pp |
| Employer contribution / active EE | $709 | $5,478-87.1% | $4,821-85.3% | $4,755-85.1% |
| Participant deferral / active EE | $3,590 | $6,522-45.0% | $5,682-36.8% | $6,713-46.5% |
| Admin fee / account holder | $1,585 | $16,158-90.2% | $13,215-88.0% | $11,407-86.1% |