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 | $58,382 | $183,592-68.2% | $155,574-62.5% | $145,877-60.0% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 13.28% | 61.37%-48.1pp | 64.87%-51.6pp | 551.28%-538.0pp |
| Employer contribution / active EE | $49 | $5,317-99.1% | $4,676-99.0% | $4,663-99.0% |
| Participant deferral / active EE | $3,538 | $6,466-45.3% | $5,629-37.1% | $6,691-47.1% |
| Admin fee / account holder | $709 | $19,316-96.3% | $15,914-95.5% | $13,402-94.7% |