Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $51,512 | $95,580-46.1% | $76,872-33.0% | $139,466-63.1% |
| Participation rate | 58.3% | 74.0%-15.6pp | 69.6%-11.3pp | 80.3%-22.0pp |
| Annual return | 12.96% | 55.00%-42.0pp | 37.90%-24.9pp | 373.66%-360.7pp |
| Employer contribution / active EE | $181 | $3,145-94.2% | $2,533-92.8% | $4,754-96.2% |
| Participant deferral / active EE | $2,592 | $4,623-43.9% | $3,832-32.4% | $6,712-61.4% |
| Admin fee / account holder | $911 | $8,302-89.0% | $5,476-83.4% | $11,409-92.0% |