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 | $112,467 | $58,258+93.1% | $81,820+37.5% | $80,925+39.0% |
| Participation rate | 38.5% | 63.5%-25.0pp | 72.4%-33.9pp | 67.7%-29.2pp |
| Annual return | 12.79% | 41.76%-29.0pp | 777.93%-765.1pp | 35.65%-22.9pp |
| Employer contribution / active EE | $235 | $2,345-90.0% | $2,915-91.9% | $2,756-91.5% |
| Participant deferral / active EE | $1,174 | $3,284-64.3% | $4,323-72.8% | $4,299-72.7% |
| Admin fee / account holder | $4,167 | $4,976-16.3% | $7,391-43.6% | $6,940-40.0% |