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 | $55,235 | $166,089-66.7% | $164,928-66.5% | $145,978-62.2% |
| Participation rate | 52.2% | 82.0%-29.8pp | 78.6%-26.4pp | 80.3%-28.1pp |
| Annual return | 13.50% | 100.26%-86.8pp | 70.08%-56.6pp | 550.52%-537.0pp |
| Employer contribution / active EE | $1,117 | $5,276-78.8% | $4,343-74.3% | $4,662-76.0% |
| Participant deferral / active EE | $2,942 | $6,961-57.7% | $6,034-51.2% | $6,690-56.0% |
| Admin fee / account holder | $497 | $16,641-97.0% | $12,684-96.1% | $13,400-96.3% |