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 | $57,712 | $129,737-55.5% | $119,126-51.6% | $154,746-62.7% |
| Participation rate | 55.6% | 78.9%-23.3pp | 75.8%-20.2pp | 80.7%-25.1pp |
| Annual return | 14.25% | 379.08%-364.8pp | 282.11%-267.9pp | 172.34%-158.1pp |
| Employer contribution / active EE | $340 | $4,375-92.2% | $4,034-91.6% | $4,379-92.2% |
| Participant deferral / active EE | $2,655 | $5,842-54.6% | $5,318-50.1% | $6,730-60.6% |
| Admin fee / account holder | $3,817 | $11,961-68.1% | $10,693-64.3% | $14,365-73.4% |