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 | $51,010 | $63,346-19.5% | $92,240-44.7% | $70,126-27.3% |
| Participation rate | 29.0% | 68.7%-39.6pp | 76.5%-47.4pp | 69.5%-40.5pp |
| Annual return | 16.33% | 530.19%-513.9pp | 176.29%-160.0pp | 73.15%-56.8pp |
| Employer contribution / active EE | $481 | $2,471-80.6% | $3,680-86.9% | $2,343-79.5% |
| Participant deferral / active EE | $1,922 | $2,854-32.6% | $3,897-50.7% | $3,332-42.3% |
| Admin fee / account holder | $1,338 | $3,841-65.2% | $5,194-74.2% | $4,645-71.2% |