Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $44,749 | $157,276-71.5% | $141,177-68.3% | $152,885-70.7% |
| Participation rate | 35.7% | 84.8%-49.1pp | 82.5%-46.8pp | 82.5%-46.7pp |
| Annual return | 18.14% | 64.33%-46.2pp | 71.40%-53.3pp | 345.39%-327.2pp |
| Employer contribution / active EE | $598 | $5,262-88.6% | $4,736-87.4% | $4,763-87.4% |
| Participant deferral / active EE | $6,614 | $7,110-7.0% | $6,710-1.4% | $5,851+13.0% |
| Admin fee / account holder | $4,138 | $12,123-65.9% | $10,263-59.7% | $11,598-64.3% |