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 | $185,597 | $183,516+1.1% | $155,534+19.3% | $145,884+27.2% |
| Participation rate | 28.6% | 82.7%-54.1pp | 78.2%-49.6pp | 80.3%-51.7pp |
| Annual return | 14.72% | 61.43%-46.7pp | 64.92%-50.2pp | 551.85%-537.1pp |
| Employer contribution / active EE | $709 | $5,315-86.7% | $4,675-84.8% | $4,662-84.8% |
| Participant deferral / active EE | $4,118 | $6,467-36.3% | $5,630-26.9% | $6,690-38.4% |
| Admin fee / account holder | $1,956 | $19,293-89.9% | $15,900-87.7% | $13,392-85.4% |