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 | $14,479 | $81,664-82.3% | $70,476-79.5% | $158,966-90.9% |
| Participation rate | 52.6% | 77.7%-25.1pp | 75.1%-22.4pp | 82.0%-29.3pp |
| Annual return | 19.50% | 208.59%-189.1pp | 109.12%-89.6pp | 302.95%-283.4pp |
| Employer contribution / active EE | $323 | $3,219-90.0% | $2,738-88.2% | $4,762-93.2% |
| Participant deferral / active EE | $1,665 | $4,556-63.5% | $3,710-55.1% | $5,983-72.2% |
| Admin fee / account holder | $1,548 | $6,197-75.0% | $3,847-59.8% | $11,250-86.2% |