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 | $67,920 | $63,346+7.2% | $92,239-26.4% | $70,124-3.1% |
| Participation rate | 65.5% | 68.7%-3.2pp | 76.5%-11.0pp | 69.5%-4.0pp |
| Annual return | 15.68% | 530.19%-514.5pp | 176.29%-160.6pp | 73.14%-57.5pp |
| Employer contribution / active EE | $352 | $2,471-85.8% | $3,680-90.4% | $2,342-85.0% |
| Participant deferral / active EE | $3,521 | $2,854+23.4% | $3,897-9.6% | $3,332+5.7% |
| Admin fee / account holder | $908 | $3,841-76.3% | $5,194-82.5% | $4,645-80.4% |