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 | $74,132 | $202,326-63.4% | $172,745-57.1% | $152,870-51.5% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.4%-15.8pp |
| Annual return | 15.41% | 1029.72%-1014.3pp | 802.90%-787.5pp | 345.34%-329.9pp |
| Employer contribution / active EE | $506 | $5,858-91.4% | $5,144-90.2% | $4,763-89.4% |
| Participant deferral / active EE | $6,568 | $5,948+10.4% | $5,197+26.4% | $5,850+12.3% |
| Admin fee / account holder | $2,862 | $17,110-83.3% | $13,954-79.5% | $11,597-75.3% |