Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $36,274 | $166,131-78.2% | $164,975-78.0% | $145,877-75.1% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 11.70% | 100.37%-88.7pp | 70.12%-58.4pp | 551.28%-539.6pp |
| Employer contribution / active EE | $931 | $5,276-82.4% | $4,343-78.6% | $4,663-80.0% |
| Participant deferral / active EE | $4,550 | $6,962-34.6% | $6,033-24.6% | $6,691-32.0% |
| Admin fee / account holder | $12,790 | $16,648-23.2% | $12,688+0.8% | $13,402-4.6% |