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 | $126,942 | $217,432-41.6% | $185,851-31.7% | $167,553-24.2% |
| Participation rate | 66.7% | 86.1%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 16.19% | 148.43%-132.2pp | 122.11%-105.9pp | 478.89%-462.7pp |
| Employer contribution / active EE | $910 | $5,874-84.5% | $5,168-82.4% | $4,840-81.2% |
| Participant deferral / active EE | $4,168 | $6,357-34.4% | $5,569-25.1% | $6,343-34.3% |
| Admin fee / account holder | $605 | $19,820-96.9% | $16,245-96.3% | $12,316-95.1% |