Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $93,015 | $175,231-46.9% | $149,696-37.9% | $139,466-33.3% |
| Participation rate | 31.3% | 83.4%-52.1pp | 78.8%-47.5pp | 80.3%-49.1pp |
| Annual return | 20.46% | 166.77%-146.3pp | 134.46%-114.0pp | 373.66%-353.2pp |
| Employer contribution / active EE | $996 | $5,478-81.8% | $4,821-79.3% | $4,754-79.0% |
| Participant deferral / active EE | $4,007 | $6,521-38.6% | $5,682-29.5% | $6,712-40.3% |
| Admin fee / account holder | $1,443 | $16,155-91.1% | $13,212-89.1% | $11,409-87.4% |