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 | $76,611 | $107,353-28.6% | $92,903-17.5% | $152,885-49.9% |
| Participation rate | 42.9% | 79.8%-36.9pp | 76.0%-33.1pp | 82.5%-39.6pp |
| Annual return | 19.38% | 145.62%-126.2pp | 109.43%-90.1pp | 345.39%-326.0pp |
| Employer contribution / active EE | $606 | $4,222-85.7% | $3,653-83.4% | $4,763-87.3% |
| Participant deferral / active EE | $1,514 | $4,848-68.8% | $4,238-64.3% | $5,851-74.1% |
| Admin fee / account holder | $331 | $7,081-95.3% | $5,795-94.3% | $11,598-97.1% |