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 | $79,851 | $116,190-31.3% | $93,614-14.7% | $152,885-47.8% |
| Participation rate | 52.4% | 78.0%-25.7pp | 75.8%-23.4pp | 82.5%-30.1pp |
| Annual return | 29.97% | 35.96%-6.0pp | 32.76%-2.8pp | 345.39%-315.4pp |
| Employer contribution / active EE | $382 | $3,219-88.1% | $2,718-85.9% | $4,763-92.0% |
| Participant deferral / active EE | $2,416 | $4,604-47.5% | $4,069-40.6% | $5,851-58.7% |
| Admin fee / account holder | $394 | $10,749-96.3% | $7,889-95.0% | $11,598-96.6% |