Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $141,769 | $166,268-14.7% | $165,100-14.1% | $145,897-2.8% |
| Participation rate | 26.7% | 82.0%-55.4pp | 78.6%-52.0pp | 80.3%-53.6pp |
| Annual return | 14.10% | 100.52%-86.4pp | 70.21%-56.1pp | 552.29%-538.2pp |
| Employer contribution / active EE | $933 | $5,284-82.3% | $4,348-78.5% | $4,663-80.0% |
| Participant deferral / active EE | $6,133 | $6,964-11.9% | $6,035+1.6% | $6,689-8.3% |
| Admin fee / account holder | $1,377 | $16,659-91.7% | $12,696-89.2% | $13,390-89.7% |