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 | $118,572 | $217,432-45.5% | $185,851-36.2% | $167,553-29.2% |
| Participation rate | 33.3% | 86.1%-52.7pp | 81.7%-48.4pp | 82.1%-48.8pp |
| Annual return | 14.23% | 148.43%-134.2pp | 122.11%-107.9pp | 478.89%-464.7pp |
| Employer contribution / active EE | $1,111 | $5,874-81.1% | $5,168-78.5% | $4,840-77.0% |
| Participant deferral / active EE | $3,423 | $6,357-46.1% | $5,569-38.5% | $6,343-46.0% |
| Admin fee / account holder | $778 | $19,820-96.1% | $16,245-95.2% | $12,316-93.7% |