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 | $24,023 | $183,539-86.9% | $155,556-84.6% | $145,897-83.5% |
| Participation rate | 41.7% | 82.7%-41.0pp | 78.2%-36.6pp | 80.3%-38.6pp |
| Annual return | 9.18% | 61.31%-52.1pp | 64.84%-55.7pp | 552.29%-543.1pp |
| Employer contribution / active EE | $774 | $5,315-85.4% | $4,675-83.5% | $4,663-83.4% |
| Participant deferral / active EE | $2,498 | $6,467-61.4% | $5,631-55.6% | $6,689-62.7% |
| Admin fee / account holder | $1,978 | $19,275-89.7% | $15,885-87.5% | $13,390-85.2% |