Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $96,483 | $148,582-35.1% | $135,942-29.0% | $139,456-30.8% |
| Participation rate | 57.1% | 83.9%-26.7pp | 81.9%-24.8pp | 80.3%-23.2pp |
| Annual return | 18.74% | 79.26%-60.5pp | 68.28%-49.5pp | 373.45%-354.7pp |
| Employer contribution / active EE | $799 | $5,245-84.8% | $4,858-83.5% | $4,753-83.2% |
| Participant deferral / active EE | $8,433 | $8,101+4.1% | $7,759+8.7% | $6,711+25.7% |
| Admin fee / account holder | $1,124 | $12,402-90.9% | $10,764-89.6% | $11,407-90.1% |