Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $68,940 | $138,393-50.2% | $184,256-62.6% | $80,959-14.8% |
| Participation rate | 47.6% | 83.9%-36.3pp | 86.8%-39.2pp | 67.7%-20.0pp |
| Annual return | 75.79% | 20.01%+55.8pp | 28.85%+46.9pp | 35.67%+40.1pp |
| Employer contribution / active EE | $1,462 | $4,847-69.8% | $6,427-77.2% | $2,757-47.0% |
| Participant deferral / active EE | $4,634 | $7,076-34.5% | $9,133-49.3% | $4,300+7.7% |
| Admin fee / account holder | $1,605 | $10,489-84.7% | $13,899-88.5% | $6,925-76.8% |