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 | $103,402 | $111,535-7.3% | $105,223-1.7% | $137,256-24.7% |
| Participation rate | 28.6% | 78.1%-49.5pp | 75.0%-46.5pp | 80.0%-51.4pp |
| Annual return | 20.79% | 237.85%-217.1pp | 180.65%-159.9pp | 220.34%-199.5pp |
| Employer contribution / active EE | $354 | $3,939-91.0% | $3,689-90.4% | $4,156-91.5% |
| Participant deferral / active EE | $2,414 | $5,500-56.1% | $5,072-52.4% | $6,407-62.3% |
| Admin fee / account holder | $343 | $9,721-96.5% | $8,859-96.1% | $12,270-97.2% |