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 | $150,958 | $160,028-5.7% | $147,080+2.6% | $145,884+3.5% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 10.69% | 98.60%-87.9pp | 420.17%-409.5pp | 551.85%-541.2pp |
| Employer contribution / active EE | $595 | $5,286-88.7% | $4,933-87.9% | $4,662-87.2% |
| Participant deferral / active EE | $7,667 | $8,422-9.0% | $8,066-5.0% | $6,690+14.6% |
| Admin fee / account holder | $477 | $15,030-96.8% | $12,989-96.3% | $13,392-96.4% |