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 | $77,915 | $209,428-62.8% | $178,498-56.3% | $158,950-51.0% |
| Participation rate | 58.3% | 86.4%-28.0pp | 81.9%-23.6pp | 82.0%-23.6pp |
| Annual return | 20.19% | 188.78%-168.6pp | 151.09%-130.9pp | 302.91%-282.7pp |
| Employer contribution / active EE | $261 | $5,707-95.4% | $5,011-94.8% | $4,762-94.5% |
| Participant deferral / active EE | $5,892 | $5,955-1.1% | $5,202+13.3% | $5,983-1.5% |
| Admin fee / account holder | $1,768 | $17,077-89.6% | $13,985-87.4% | $11,248-84.3% |