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 | $65,339 | $93,345-30.0% | $119,126-45.2% | $87,485-25.3% |
| Participation rate | 66.0% | 68.7%-2.7pp | 75.8%-9.7pp | 68.9%-2.9pp |
| Annual return | 15.81% | 19.08%-3.3pp | 282.11%-266.3pp | 26.06%-10.2pp |
| Employer contribution / active EE | $439 | $3,172-86.2% | $4,034-89.1% | $2,596-83.1% |
| Participant deferral / active EE | $1,997 | $4,099-51.3% | $5,318-62.4% | $4,274-53.3% |
| Admin fee / account holder | $1,368 | $8,039-83.0% | $10,693-87.2% | $7,775-82.4% |