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 | $41,246 | $217,432-81.0% | $185,849-77.8% | $167,536-75.4% |
| Participation rate | 50.0% | 86.1%-36.1pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 9.86% | 148.42%-138.6pp | 122.10%-112.2pp | 478.82%-469.0pp |
| Employer contribution / active EE | $679 | $5,875-88.4% | $5,169-86.9% | $4,839-86.0% |
| Participant deferral / active EE | $2,867 | $6,357-54.9% | $5,569-48.5% | $6,342-54.8% |
| Admin fee / account holder | $5,474 | $19,818-72.4% | $16,244-66.3% | $12,315-55.5% |