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 | $67,891 | $112,112-39.4% | $95,956-29.2% | $158,950-57.3% |
| Participation rate | 52.2% | 79.0%-26.8pp | 77.1%-24.9pp | 82.0%-29.8pp |
| Annual return | 17.69% | 171.15%-153.5pp | 91.63%-73.9pp | 302.91%-285.2pp |
| Employer contribution / active EE | $514 | $3,199-83.9% | $2,541-79.8% | $4,762-89.2% |
| Participant deferral / active EE | $2,235 | $4,784-53.3% | $4,167-46.4% | $5,983-62.6% |
| Admin fee / account holder | $690 | $10,134-93.2% | $6,797-89.9% | $11,248-93.9% |