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 | $155,890 | $226,090-31.0% | $182,531-14.6% | $152,885+2.0% |
| Participation rate | 37.5% | 82.5%-45.0pp | 78.0%-40.5pp | 82.5%-45.0pp |
| Annual return | 32.44% | 192.57%-160.1pp | 148.57%-116.1pp | 345.39%-312.9pp |
| Employer contribution / active EE | $373 | $4,978-92.5% | $4,075-90.8% | $4,763-92.2% |
| Participant deferral / active EE | $5,085 | $6,369-20.2% | $5,525-8.0% | $5,851-13.1% |
| Admin fee / account holder | $963 | $10,705-91.0% | $8,593-88.8% | $11,598-91.7% |