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 | $41,391 | $183,539-77.4% | $155,556-73.4% | $145,897-71.6% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 20.74% | 61.31%-40.6pp | 64.84%-44.1pp | 552.29%-531.6pp |
| Employer contribution / active EE | $982 | $5,315-81.5% | $4,675-79.0% | $4,663-78.9% |
| Participant deferral / active EE | $3,223 | $6,467-50.2% | $5,631-42.8% | $6,689-51.8% |
| Admin fee / account holder | $1,998 | $19,275-89.6% | $15,885-87.4% | $13,390-85.1% |