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 | $61,792 | $105,210-41.3% | $159,487-61.3% | $85,851-28.0% |
| Participation rate | 65.0% | 75.8%-10.8pp | 82.8%-17.8pp | 69.3%-4.3pp |
| Annual return | 13.30% | 45.08%-31.8pp | 263.71%-250.4pp | 318.63%-305.3pp |
| Employer contribution / active EE | $537 | $3,319-83.8% | $4,831-88.9% | $2,565-79.1% |
| Participant deferral / active EE | $3,601 | $5,946-39.4% | $7,354-51.0% | $3,952-8.9% |
| Admin fee / account holder | $743 | $6,934-89.3% | $10,804-93.1% | $6,261-88.1% |