Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $45,664 | $175,257-73.9% | $149,717-69.5% | $139,456-67.3% |
| Participation rate | 44.4% | 83.4%-38.9pp | 78.8%-34.3pp | 80.3%-35.9pp |
| Annual return | 28.20% | 166.70%-138.5pp | 134.41%-106.2pp | 373.45%-345.3pp |
| Employer contribution / active EE | $860 | $5,477-84.3% | $4,820-82.2% | $4,753-81.9% |
| Participant deferral / active EE | $3,277 | $6,521-49.7% | $5,682-42.3% | $6,711-51.2% |
| Admin fee / account holder | $484 | $16,156-97.0% | $13,213-96.3% | $11,407-95.8% |