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 | $173,711 | $162,136+7.1% | $152,301+14.1% | $154,746+12.3% |
| Participation rate | 59.1% | 84.1%-25.0pp | 82.4%-23.4pp | 80.7%-21.6pp |
| Annual return | 18.58% | 91.02%-72.4pp | 80.50%-61.9pp | 172.34%-153.8pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $12,659 | $8,341+51.8% | $8,004+58.2% | $6,730+88.1% |
| Admin fee / account holder | $24,251 | $15,759+53.9% | $14,398+68.4% | $14,365+68.8% |