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 | $25,175 | $183,516-86.3% | $155,534-83.8% | $145,884-82.7% |
| Participation rate | 43.8% | 82.7%-39.0pp | 78.2%-34.5pp | 80.3%-36.6pp |
| Annual return | 12.63% | 61.43%-48.8pp | 64.92%-52.3pp | 551.85%-539.2pp |
| Employer contribution / active EE | $665 | $5,315-87.5% | $4,675-85.8% | $4,662-85.7% |
| Participant deferral / active EE | $2,429 | $6,467-62.4% | $5,630-56.9% | $6,690-63.7% |
| Admin fee / account holder | $4,851 | $19,293-74.9% | $15,900-69.5% | $13,392-63.8% |