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 | $176,120-81.5% | $159,487-79.5% | $167,553-80.5% |
| Participation rate | 52.4% | 85.0%-32.6pp | 82.8%-30.5pp | 82.1%-29.7pp |
| Annual return | 15.89% | 331.95%-316.1pp | 263.71%-247.8pp | 478.89%-463.0pp |
| Employer contribution / active EE | $411 | $5,299-92.2% | $4,831-91.5% | $4,840-91.5% |
| Participant deferral / active EE | $3,745 | $7,752-51.7% | $7,354-49.1% | $6,343-41.0% |
| Admin fee / account holder | $799 | $12,561-93.6% | $10,804-92.6% | $12,316-93.5% |