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 | $132,458 | $217,432-39.1% | $185,849-28.7% | $167,536-20.9% |
| Participation rate | 41.7% | 86.1%-44.4pp | 81.7%-40.0pp | 82.1%-40.4pp |
| Annual return | 12.92% | 148.42%-135.5pp | 122.10%-109.2pp | 478.82%-465.9pp |
| Employer contribution / active EE | $1,032 | $5,875-82.4% | $5,169-80.0% | $4,839-78.7% |
| Participant deferral / active EE | $3,571 | $6,357-43.8% | $5,569-35.9% | $6,342-43.7% |
| Admin fee / account holder | $456 | $19,818-97.7% | $16,244-97.2% | $12,315-96.3% |