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 | $24,649 | $175,231-85.9% | $149,696-83.5% | $139,466-82.3% |
| Participation rate | 37.5% | 83.4%-45.9pp | 78.8%-41.3pp | 80.3%-42.8pp |
| Annual return | 23.26% | 166.77%-143.5pp | 134.46%-111.2pp | 373.66%-350.4pp |
| Employer contribution / active EE | $504 | $5,478-90.8% | $4,821-89.5% | $4,754-89.4% |
| Participant deferral / active EE | $1,965 | $6,521-69.9% | $5,682-65.4% | $6,712-70.7% |
| Admin fee / account holder | $337 | $16,155-97.9% | $13,212-97.5% | $11,409-97.0% |