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 | $137,919 | $126,519+9.0% | $106,201+29.9% | $145,959-5.5% |
| Participation rate | 35.3% | 77.7%-42.4pp | 75.3%-40.0pp | 80.3%-45.0pp |
| Annual return | 15.97% | 225.10%-209.1pp | 116.26%-100.3pp | 561.95%-546.0pp |
| Employer contribution / active EE | $314 | $3,726-91.6% | $3,170-90.1% | $4,661-93.3% |
| Participant deferral / active EE | $1,734 | $5,716-69.7% | $5,012-65.4% | $6,689-74.1% |
| Admin fee / account holder | $22,032 | $17,312+27.3% | $11,039+99.6% | $13,398+64.4% |