Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $60,471 | $183,539-67.1% | $155,556-61.1% | $145,897-58.6% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 21.83% | 61.31%-39.5pp | 64.84%-43.0pp | 552.29%-530.5pp |
| Employer contribution / active EE | $744 | $5,315-86.0% | $4,675-84.1% | $4,663-84.0% |
| Participant deferral / active EE | $4,419 | $6,467-31.7% | $5,631-21.5% | $6,689-33.9% |
| Admin fee / account holder | $587 | $19,275-97.0% | $15,885-96.3% | $13,390-95.6% |