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 | $61,803 | $160,028-61.4% | $147,080-58.0% | $145,884-57.6% |
| Participation rate | 63.6% | 84.0%-20.4pp | 82.2%-18.5pp | 80.3%-16.7pp |
| Annual return | 10.19% | 98.60%-88.4pp | 420.17%-410.0pp | 551.85%-541.7pp |
| Employer contribution / active EE | $477 | $5,286-91.0% | $4,933-90.3% | $4,662-89.8% |
| Participant deferral / active EE | $3,477 | $8,422-58.7% | $8,066-56.9% | $6,690-48.0% |
| Admin fee / account holder | $4,040 | $15,030-73.1% | $12,989-68.9% | $13,392-69.8% |