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 | $34,594 | $118,708-70.9% | $98,920-65.0% | $158,982-78.2% |
| Participation rate | 58.8% | 77.8%-19.0pp | 76.0%-17.2pp | 82.0%-23.1pp |
| Annual return | 12.60% | 372.49%-359.9pp | 196.47%-183.9pp | 302.99%-290.4pp |
| Employer contribution / active EE | $287 | $3,334-91.4% | $2,689-89.3% | $4,763-94.0% |
| Participant deferral / active EE | $1,974 | $5,089-61.2% | $4,245-53.5% | $5,983-67.0% |
| Admin fee / account holder | $1,230 | $10,134-87.9% | $6,643-81.5% | $11,252-89.1% |