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 | $166,881 | $160,070+4.3% | $147,117+13.4% | $145,897+14.4% |
| Participation rate | 25.0% | 84.0%-59.0pp | 82.2%-57.2pp | 80.3%-55.3pp |
| Annual return | 17.04% | 98.69%-81.6pp | 420.54%-403.5pp | 552.29%-535.2pp |
| Employer contribution / active EE | $591 | $5,285-88.8% | $4,932-88.0% | $4,663-87.3% |
| Participant deferral / active EE | $4,183 | $8,419-50.3% | $8,065-48.1% | $6,689-37.5% |
| Admin fee / account holder | $1,445 | $15,035-90.4% | $12,993-88.9% | $13,390-89.2% |