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 | $95,633 | $111,814-14.5% | $93,654+2.1% | $145,959-34.5% |
| Participation rate | 28.6% | 74.2%-45.6pp | 68.7%-40.1pp | 80.3%-51.7pp |
| Annual return | 9.18% | 203.30%-194.1pp | 133.34%-124.2pp | 561.95%-552.8pp |
| Employer contribution / active EE | $366 | $3,092-88.2% | $2,421-84.9% | $4,661-92.1% |
| Participant deferral / active EE | $1,358 | $4,914-72.4% | $4,413-69.2% | $6,689-79.7% |
| Admin fee / account holder | $430 | $10,246-95.8% | $8,282-94.8% | $13,398-96.8% |