Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $128,074 | $183,592-30.2% | $155,574-17.7% | $145,877-12.2% |
| Participation rate | 57.1% | 82.7%-25.6pp | 78.2%-21.1pp | 80.3%-23.2pp |
| Annual return | 20.56% | 61.37%-40.8pp | 64.87%-44.3pp | 551.28%-530.7pp |
| Employer contribution / active EE | $979 | $5,317-81.6% | $4,676-79.1% | $4,663-79.0% |
| Participant deferral / active EE | $7,266 | $6,466+12.4% | $5,629+29.1% | $6,691+8.6% |
| Admin fee / account holder | $1,110 | $19,316-94.3% | $15,914-93.0% | $13,402-91.7% |