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 | $43,068 | $202,342-78.7% | $172,752-75.1% | $152,897-71.8% |
| Participation rate | 61.5% | 87.1%-25.5pp | 82.6%-21.1pp | 82.5%-20.9pp |
| Annual return | 12.98% | 1029.83%-1016.8pp | 802.97%-790.0pp | 345.43%-332.4pp |
| Employer contribution / active EE | $1,042 | $5,858-82.2% | $5,144-79.7% | $4,764-78.1% |
| Participant deferral / active EE | $2,549 | $5,948-57.2% | $5,198-51.0% | $5,851-56.4% |
| Admin fee / account holder | $658 | $17,111-96.2% | $13,955-95.3% | $11,599-94.3% |