Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $71,324 | $162,136-56.0% | $152,301-53.2% | $154,746-53.9% |
| Participation rate | 25.0% | 84.1%-59.1pp | 82.4%-57.4pp | 80.7%-55.7pp |
| Annual return | 16.35% | 91.02%-74.7pp | 80.50%-64.2pp | 172.34%-156.0pp |
| Employer contribution / active EE | $645 | $4,890-86.8% | $4,624-86.0% | $4,379-85.3% |
| Participant deferral / active EE | $3,788 | $8,341-54.6% | $8,004-52.7% | $6,730-43.7% |
| Admin fee / account holder | $8,550 | $15,759-45.7% | $14,398-40.6% | $14,365-40.5% |