Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $143,271 | $115,796+23.7% | $101,264+41.5% | $158,950-9.9% |
| Participation rate | 18.2% | 79.4%-61.2pp | 75.8%-57.6pp | 82.0%-63.8pp |
| Annual return | 18.04% | 56.15%-38.1pp | 46.48%-28.4pp | 302.91%-284.9pp |
| Employer contribution / active EE | $418 | $4,175-90.0% | $3,660-88.6% | $4,762-91.2% |
| Participant deferral / active EE | $1,857 | $4,958-62.5% | $4,370-57.5% | $5,983-69.0% |
| Admin fee / account holder | $545 | $7,247-92.5% | $5,947-90.8% | $11,248-95.2% |