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 | $100,504 | $106,923-6.0% | $84,023+19.6% | $152,909-34.3% |
| Participation rate | 68.4% | 75.3%-6.8pp | 69.0%-0.6pp | 82.5%-14.0pp |
| Annual return | 18.23% | 105.02%-86.8pp | 71.32%-53.1pp | 345.46%-327.2pp |
| Employer contribution / active EE | $303 | $2,735-88.9% | $1,984-84.7% | $4,764-93.6% |
| Participant deferral / active EE | $2,569 | $4,013-36.0% | $3,239-20.7% | $5,851-56.1% |
| Admin fee / account holder | $1,798 | $8,289-78.3% | $6,102-70.5% | $11,601-84.5% |