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 | $33,594 | $90,691-63.0% | $76,119-55.9% | $145,884-77.0% |
| Participation rate | 61.1% | 74.5%-13.4pp | 69.1%-8.0pp | 80.3%-19.2pp |
| Annual return | 9.35% | 624.52%-615.2pp | 361.25%-351.9pp | 551.85%-542.5pp |
| Employer contribution / active EE | $513 | $3,329-84.6% | $2,693-81.0% | $4,662-89.0% |
| Participant deferral / active EE | $3,215 | $5,167-37.8% | $4,259-24.5% | $6,690-51.9% |
| Admin fee / account holder | $630 | $8,383-92.5% | $6,421-90.2% | $13,392-95.3% |