Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $32,659 | $176,071-81.5% | $159,450-79.5% | $167,497-80.5% |
| Participation rate | 52.4% | 84.9%-32.6pp | 82.8%-30.4pp | 82.1%-29.7pp |
| Annual return | 15.89% | 331.79%-315.9pp | 263.60%-247.7pp | 478.62%-462.7pp |
| Employer contribution / active EE | $411 | $5,298-92.2% | $4,830-91.5% | $4,838-91.5% |
| Participant deferral / active EE | $3,745 | $7,750-51.7% | $7,352-49.1% | $6,341-41.0% |
| Admin fee / account holder | $799 | $12,555-93.6% | $10,800-92.6% | $12,310-93.5% |