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 | $52,341 | $107,363-51.2% | $92,909-43.7% | $152,897-65.8% |
| Participation rate | 52.2% | 79.8%-27.6pp | 76.0%-23.8pp | 82.5%-30.3pp |
| Annual return | 18.85% | 145.63%-126.8pp | 109.44%-90.6pp | 345.43%-326.6pp |
| Employer contribution / active EE | $500 | $4,222-88.2% | $3,653-86.3% | $4,764-89.5% |
| Participant deferral / active EE | $2,019 | $4,848-58.4% | $4,238-52.4% | $5,851-65.5% |
| Admin fee / account holder | $626 | $7,082-91.2% | $5,795-89.2% | $11,599-94.6% |