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 | $66,605 | $202,345-67.1% | $172,755-61.4% | $152,885-56.4% |
| Participation rate | 56.3% | 87.1%-30.8pp | 82.6%-26.4pp | 82.5%-26.2pp |
| Annual return | 19.10% | 1029.77%-1010.7pp | 802.94%-783.8pp | 345.39%-326.3pp |
| Employer contribution / active EE | $916 | $5,858-84.4% | $5,144-82.2% | $4,763-80.8% |
| Participant deferral / active EE | $2,877 | $5,948-51.6% | $5,198-44.7% | $5,851-50.8% |
| Admin fee / account holder | $2,748 | $17,111-83.9% | $13,955-80.3% | $11,598-76.3% |