Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $60,356 | $65,084-7.3% | $67,681-10.8% | $64,340-6.2% |
| Participation rate | 49.1% | 66.7%-17.7pp | 73.7%-24.6pp | 55.2%-6.2pp |
| Annual return | 15.82% | 20.50%-4.7pp | 590.58%-574.8pp | 24.14%-8.3pp |
| Employer contribution / active EE | $507 | $2,398-78.9% | $2,678-81.1% | $1,862-72.8% |
| Participant deferral / active EE | $3,550 | $3,210+10.6% | $3,976-10.7% | $2,980+19.1% |
| Admin fee / account holder | $12,456 | $1,415+780.3% | $6,100+104.2% | $3,703+236.4% |