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 | $57,450 | $175,231-67.2% | $149,696-61.6% | $139,466-58.8% |
| Participation rate | 30.8% | 83.4%-52.6pp | 78.8%-48.0pp | 80.3%-49.6pp |
| Annual return | 14.44% | 166.77%-152.3pp | 134.46%-120.0pp | 373.66%-359.2pp |
| Employer contribution / active EE | $996 | $5,478-81.8% | $4,821-79.3% | $4,754-79.1% |
| Participant deferral / active EE | $3,039 | $6,521-53.4% | $5,682-46.5% | $6,712-54.7% |
| Admin fee / account holder | $5,506 | $16,155-65.9% | $13,212-58.3% | $11,409-51.7% |