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 | $67,151 | $55,470+21.1% | $155,556-56.8% | $74,478-9.8% |
| Participation rate | 28.2% | 61.9%-33.7pp | 78.2%-50.0pp | 67.2%-39.0pp |
| Annual return | 11.40% | 269.80%-258.4pp | 64.84%-53.4pp | 1370.56%-1359.2pp |
| Employer contribution / active EE | $50 | $2,267-97.8% | $4,675-98.9% | $2,626-98.1% |
| Participant deferral / active EE | $1,819 | $2,838-35.9% | $5,631-67.7% | $4,350-58.2% |
| Admin fee / account holder | $1,105 | $1,744-36.7% | $15,885-93.0% | $1,946-43.2% |