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 | $82,787 | $59,448+39.3% | $93,696-11.6% | $74,459+11.2% |
| Participation rate | 39.8% | 59.6%-19.8pp | 68.7%-28.9pp | 67.2%-27.4pp |
| Annual return | 14.27% | 82.11%-67.8pp | 133.74%-119.5pp | 1369.70%-1355.4pp |
| Employer contribution / active EE | $294 | $1,266-76.8% | $2,422-87.9% | $2,626-88.8% |
| Participant deferral / active EE | $2,188 | $3,052-28.3% | $4,417-50.5% | $4,350-49.7% |
| Admin fee / account holder | $3,391 | $3,027+12.0% | $8,287-59.1% | $1,945+74.3% |