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 | $94,848 | $107,363-11.7% | $92,909+2.1% | $152,897-38.0% |
| Participation rate | 61.9% | 79.8%-17.9pp | 76.0%-14.1pp | 82.5%-20.5pp |
| Annual return | 24.78% | 145.63%-120.8pp | 109.44%-84.7pp | 345.43%-320.7pp |
| Employer contribution / active EE | $618 | $4,222-85.4% | $3,653-83.1% | $4,764-87.0% |
| Participant deferral / active EE | $3,240 | $4,848-33.2% | $4,238-23.6% | $5,851-44.6% |
| Admin fee / account holder | $4,486 | $7,082-36.7% | $5,795-22.6% | $11,599-61.3% |