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 | $61,755 | $175,259-64.8% | $149,723-58.8% | $139,487-55.7% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 19.14% | 166.82%-147.7pp | 134.50%-115.4pp | 373.84%-354.7pp |
| Employer contribution / active EE | $851 | $5,478-84.5% | $4,821-82.3% | $4,755-82.1% |
| Participant deferral / active EE | $3,131 | $6,522-52.0% | $5,682-44.9% | $6,713-53.4% |
| Admin fee / account holder | $4,070 | $16,158-74.8% | $13,215-69.2% | $11,407-64.3% |