Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $96,315 | $159,978-39.8% | $147,041-34.5% | $145,978-34.0% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 19.82% | 98.36%-78.5pp | 419.21%-399.4pp | 550.52%-530.7pp |
| Employer contribution / active EE | $662 | $5,288-87.5% | $4,935-86.6% | $4,662-85.8% |
| Participant deferral / active EE | $14,553 | $8,429+72.7% | $8,071+80.3% | $6,690+117.5% |
| Admin fee / account holder | $613 | $15,053-95.9% | $13,006-95.3% | $13,400-95.4% |