Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $81,618 | $184,014-55.6% | $161,149-49.4% | $138,895-41.2% |
| Participation rate | 25.0% | 82.1%-57.1pp | 78.8%-53.8pp | 79.9%-54.9pp |
| Annual return | 57.95% | 21.52%+36.4pp | 21.16%+36.8pp | 145.39%-87.4pp |
| Employer contribution / active EE | $953 | $5,055-81.2% | $4,360-78.2% | $4,194-77.3% |
| Participant deferral / active EE | $3,466 | $6,909-49.8% | $6,153-43.7% | $6,396-45.8% |
| Admin fee / account holder | $1,152 | $18,027-93.6% | $15,194-92.4% | $12,562-90.8% |