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 | $50,220 | $58,391-14.0% | $76,657-34.5% | $72,975-31.2% |
| Participation rate | 60.4% | 67.4%-7.0pp | 72.1%-11.7pp | 69.5%-9.1pp |
| Annual return | 20.70% | 2306.65%-2285.9pp | 1166.74%-1146.0pp | 81.01%-60.3pp |
| Employer contribution / active EE | $295 | $1,787-83.5% | $2,303-87.2% | $2,440-87.9% |
| Participant deferral / active EE | $1,689 | $2,690-37.2% | $3,335-49.4% | $3,608-53.2% |
| Admin fee / account holder | $7,651 | $4,014+90.6% | $6,423+19.1% | $5,124+49.3% |