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 | $122,503 | $166,089-26.2% | $164,928-25.7% | $145,978-16.1% |
| Participation rate | 68.8% | 82.0%-13.3pp | 78.6%-9.9pp | 80.3%-11.5pp |
| Annual return | 23.85% | 100.26%-76.4pp | 70.08%-46.2pp | 550.52%-526.7pp |
| Employer contribution / active EE | $621 | $5,276-88.2% | $4,343-85.7% | $4,662-86.7% |
| Participant deferral / active EE | $3,609 | $6,961-48.2% | $6,034-40.2% | $6,690-46.0% |
| Admin fee / account holder | $21,001 | $16,641+26.2% | $12,684+65.6% | $13,400+56.7% |