Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $32,358 | $160,040-79.8% | $147,096-78.0% | $145,877-77.8% |
| Participation rate | 36.4% | 84.0%-47.7pp | 82.2%-45.8pp | 80.3%-43.9pp |
| Annual return | 15.99% | 98.49%-82.5pp | 419.75%-403.8pp | 551.28%-535.3pp |
| Employer contribution / active EE | $312 | $5,289-94.1% | $4,936-93.7% | $4,663-93.3% |
| Participant deferral / active EE | $4,519 | $8,429-46.4% | $8,071-44.0% | $6,691-32.5% |
| Admin fee / account holder | $8,149 | $15,050-45.9% | $13,005-37.3% | $13,402-39.2% |