Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $53,978 | $166,242-67.5% | $165,071-67.3% | $145,884-63.0% |
| Participation rate | 27.3% | 82.0%-54.7pp | 78.6%-51.4pp | 80.3%-53.0pp |
| Annual return | 16.35% | 100.44%-84.1pp | 70.17%-53.8pp | 551.85%-535.5pp |
| Employer contribution / active EE | $178 | $5,283-96.6% | $4,347-95.9% | $4,662-96.2% |
| Participant deferral / active EE | $4,143 | $6,964-40.5% | $6,035-31.3% | $6,690-38.1% |
| Admin fee / account holder | $8,585 | $16,658-48.5% | $12,695-32.4% | $13,392-35.9% |