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 | $63,887 | $63,346+0.9% | $92,239-30.7% | $70,124-8.9% |
| Participation rate | 53.8% | 68.7%-14.9pp | 76.5%-22.7pp | 69.5%-15.8pp |
| Annual return | 17.99% | 530.19%-512.2pp | 176.29%-158.3pp | 73.14%-55.2pp |
| Employer contribution / active EE | $403 | $2,471-83.7% | $3,680-89.0% | $2,342-82.8% |
| Participant deferral / active EE | $1,809 | $2,854-36.6% | $3,897-53.6% | $3,332-45.7% |
| Admin fee / account holder | $2,127 | $3,841-44.6% | $5,194-59.1% | $4,645-54.2% |