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 | $54,051 | $88,203-38.7% | $165,100-67.3% | $74,478-27.4% |
| Participation rate | 63.9% | 73.1%-9.2pp | 78.6%-14.7pp | 67.2%-3.3pp |
| Annual return | 12.17% | 17.13%-5.0pp | 70.21%-58.0pp | 1370.56%-1358.4pp |
| Employer contribution / active EE | $365 | $2,601-86.0% | $4,348-91.6% | $2,626-86.1% |
| Participant deferral / active EE | $2,378 | $4,505-47.2% | $6,035-60.6% | $4,350-45.3% |
| Admin fee / account holder | $3,925 | $2,235+75.6% | $12,696-69.1% | $1,946+101.7% |