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 | $33,623 | $150,435-77.6% | $120,580-72.1% | $145,897-77.0% |
| Participation rate | 36.4% | 78.8%-42.4pp | 72.0%-35.6pp | 80.3%-43.9pp |
| Annual return | 10.81% | 154.60%-143.8pp | 107.48%-96.7pp | 552.29%-541.5pp |
| Employer contribution / active EE | $630 | $4,352-85.5% | $3,469-81.8% | $4,663-86.5% |
| Participant deferral / active EE | $2,602 | $6,174-57.9% | $4,995-47.9% | $6,689-61.1% |
| Admin fee / account holder | $1,218 | $12,182-90.0% | $9,418-87.1% | $13,390-90.9% |