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 | $57,929 | $209,425-72.3% | $178,499-67.5% | $158,966-63.6% |
| Participation rate | 54.5% | 86.4%-31.8pp | 81.9%-27.4pp | 82.0%-27.4pp |
| Annual return | 13.46% | 188.80%-175.3pp | 151.10%-137.6pp | 302.95%-289.5pp |
| Employer contribution / active EE | $846 | $5,707-85.2% | $5,011-83.1% | $4,762-82.2% |
| Participant deferral / active EE | $4,670 | $5,955-21.6% | $5,202-10.2% | $5,983-21.9% |
| Admin fee / account holder | $660 | $17,078-96.1% | $13,986-95.3% | $11,250-94.1% |