Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $17,886 | $129,737-86.2% | $119,126-85.0% | $154,746-88.4% |
| Participation rate | 65.2% | 78.9%-13.6pp | 75.8%-10.5pp | 80.7%-15.5pp |
| Annual return | 15.11% | 379.08%-364.0pp | 282.11%-267.0pp | 172.34%-157.2pp |
| Employer contribution / active EE | $752 | $4,375-82.8% | $4,034-81.3% | $4,379-82.8% |
| Participant deferral / active EE | $3,068 | $5,842-47.5% | $5,318-42.3% | $6,730-54.4% |
| Admin fee / account holder | $3,759 | $11,961-68.6% | $10,693-64.9% | $14,365-73.8% |