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 | $67,646 | $144,130-53.1% | $117,861-42.6% | $147,586-54.2% |
| Participation rate | 60.0% | 83.4%-23.4pp | 79.7%-19.7pp | 82.8%-22.8pp |
| Annual return | 12.77% | 531.20%-518.4pp | 335.11%-322.3pp | 578.59%-565.8pp |
| Employer contribution / active EE | $800 | $4,897-83.7% | $3,786-78.9% | $4,876-83.6% |
| Participant deferral / active EE | $2,461 | $5,316-53.7% | $4,482-45.1% | $5,439-54.7% |
| Admin fee / account holder | $2,506 | $10,887-77.0% | $8,021-68.8% | $10,886-77.0% |