Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $76,720 | $174,379-56.0% | $152,093-49.6% | $138,895-44.8% |
| Participation rate | 11.1% | 81.6%-70.5pp | 77.8%-66.7pp | 79.9%-68.8pp |
| Annual return | 15.50% | 74.86%-59.4pp | 66.36%-50.9pp | 145.39%-129.9pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,861 | $6,159-37.3% | $5,451-29.2% | $6,396-39.6% |
| Admin fee / account holder | $469 | $16,880-97.2% | $14,497-96.8% | $12,562-96.3% |