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 | $65,035 | $106,918-39.2% | $84,021-22.6% | $152,897-57.5% |
| Participation rate | 54.5% | 75.2%-20.7pp | 69.0%-14.5pp | 82.5%-27.9pp |
| Annual return | 24.25% | 105.01%-80.8pp | 71.32%-47.1pp | 345.43%-321.2pp |
| Employer contribution / active EE | $249 | $2,735-90.9% | $1,984-87.4% | $4,764-94.8% |
| Participant deferral / active EE | $1,794 | $4,012-55.3% | $3,239-44.6% | $5,851-69.3% |
| Admin fee / account holder | $624 | $8,288-92.5% | $6,102-89.8% | $11,599-94.6% |