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 | $112,786 | $107,353+5.1% | $92,903+21.4% | $152,885-26.2% |
| Participation rate | 64.7% | 79.8%-15.1pp | 76.0%-11.3pp | 82.5%-17.7pp |
| Annual return | 22.83% | 145.62%-122.8pp | 109.43%-86.6pp | 345.39%-322.6pp |
| Employer contribution / active EE | $701 | $4,222-83.4% | $3,653-80.8% | $4,763-85.3% |
| Participant deferral / active EE | $3,400 | $4,848-29.9% | $4,238-19.8% | $5,851-41.9% |
| Admin fee / account holder | $501 | $7,081-92.9% | $5,795-91.3% | $11,598-95.7% |