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 | $74,761 | $183,539-59.3% | $155,556-51.9% | $145,897-48.8% |
| Participation rate | 23.8% | 82.7%-58.9pp | 78.2%-54.4pp | 80.3%-56.5pp |
| Annual return | 9.56% | 61.31%-51.7pp | 64.84%-55.3pp | 552.29%-542.7pp |
| Employer contribution / active EE | $777 | $5,315-85.4% | $4,675-83.4% | $4,663-83.3% |
| Participant deferral / active EE | $3,204 | $6,467-50.5% | $5,631-43.1% | $6,689-52.1% |
| Admin fee / account holder | $932 | $19,275-95.2% | $15,885-94.1% | $13,390-93.0% |