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 | $119,577 | $160,040-25.3% | $147,096-18.7% | $145,877-18.0% |
| Participation rate | 22.2% | 84.0%-61.8pp | 82.2%-60.0pp | 80.3%-58.1pp |
| Annual return | 9.70% | 98.49%-88.8pp | 419.75%-410.0pp | 551.28%-541.6pp |
| Employer contribution / active EE | $694 | $5,289-86.9% | $4,936-85.9% | $4,663-85.1% |
| Participant deferral / active EE | $2,801 | $8,429-66.8% | $8,071-65.3% | $6,691-58.1% |
| Admin fee / account holder | $3,401 | $15,050-77.4% | $13,005-73.9% | $13,402-74.6% |