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 | $136,977 | $124,346+10.2% | $111,306+23.1% | $167,553-18.2% |
| Participation rate | 47.6% | 79.6%-32.0pp | 77.3%-29.7pp | 82.1%-34.5pp |
| Annual return | 19.01% | 37.46%-18.4pp | 54.67%-35.7pp | 478.89%-459.9pp |
| Employer contribution / active EE | $538 | $3,438-84.4% | $2,732-80.3% | $4,840-88.9% |
| Participant deferral / active EE | $2,151 | $5,182-58.5% | $4,488-52.1% | $6,343-66.1% |
| Admin fee / account holder | $9,152 | $10,623-13.8% | $7,966+14.9% | $12,316-25.7% |