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 | $45,836 | $90,691-49.5% | $76,119-39.8% | $145,884-68.6% |
| Participation rate | 38.9% | 74.5%-35.6pp | 69.1%-30.2pp | 80.3%-41.4pp |
| Annual return | 17.78% | 624.52%-606.7pp | 361.25%-343.5pp | 551.85%-534.1pp |
| Employer contribution / active EE | $261 | $3,329-92.2% | $2,693-90.3% | $4,662-94.4% |
| Participant deferral / active EE | $3,787 | $5,167-26.7% | $4,259-11.1% | $6,690-43.4% |
| Admin fee / account holder | $358 | $8,383-95.7% | $6,421-94.4% | $13,392-97.3% |