Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $57,965 | $183,592-68.4% | $155,574-62.7% | $145,877-60.3% |
| Participation rate | 37.5% | 82.7%-45.2pp | 78.2%-40.7pp | 80.3%-42.8pp |
| Annual return | 16.56% | 61.37%-44.8pp | 64.87%-48.3pp | 551.28%-534.7pp |
| Employer contribution / active EE | $1,003 | $5,317-81.1% | $4,676-78.5% | $4,663-78.5% |
| Participant deferral / active EE | $3,388 | $6,466-47.6% | $5,629-39.8% | $6,691-49.4% |
| Admin fee / account holder | $905 | $19,316-95.3% | $15,914-94.3% | $13,402-93.2% |