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 | $103,873 | $112,935-8.0% | $90,970+14.2% | $158,966-34.7% |
| Participation rate | 41.2% | 74.7%-33.6pp | 69.0%-27.8pp | 82.0%-40.8pp |
| Annual return | 14.27% | 215.79%-201.5pp | 134.58%-120.3pp | 302.95%-288.7pp |
| Employer contribution / active EE | $291 | $2,895-90.0% | $2,122-86.3% | $4,762-93.9% |
| Participant deferral / active EE | $1,768 | $4,129-57.2% | $3,373-47.6% | $5,983-70.5% |
| Admin fee / account holder | $662 | $8,045-91.8% | $5,960-88.9% | $11,250-94.1% |