Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $48,959 | $209,425-76.6% | $178,499-72.6% | $158,966-69.2% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 24.74% | 188.80%-164.1pp | 151.10%-126.4pp | 302.95%-278.2pp |
| Employer contribution / active EE | $333 | $5,707-94.2% | $5,011-93.4% | $4,762-93.0% |
| Participant deferral / active EE | $13,333 | $5,955+123.9% | $5,202+156.3% | $5,983+122.8% |
| Admin fee / account holder | $997 | $17,078-94.2% | $13,986-92.9% | $11,250-91.1% |