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 | $92,616 | $81,664+13.4% | $70,476+31.4% | $158,966-41.7% |
| Participation rate | 40.0% | 77.7%-37.7pp | 75.1%-35.1pp | 82.0%-42.0pp |
| Annual return | 19.04% | 208.59%-189.6pp | 109.12%-90.1pp | 302.95%-283.9pp |
| Employer contribution / active EE | $248 | $3,219-92.3% | $2,738-90.9% | $4,762-94.8% |
| Participant deferral / active EE | $2,311 | $4,556-49.3% | $3,710-37.7% | $5,983-61.4% |
| Admin fee / account holder | $623 | $6,197-90.0% | $3,847-83.8% | $11,250-94.5% |