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 | $75,013 | $227,597-67.0% | $189,575-60.4% | $167,536-55.2% |
| Participation rate | 12.5% | 82.5%-70.0pp | 78.4%-65.9pp | 82.1%-69.6pp |
| Annual return | 18.31% | 78.44%-60.1pp | 64.19%-45.9pp | 478.82%-460.5pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,101 | $7,002-70.0% | $6,174-66.0% | $6,342-66.9% |
| Admin fee / account holder | $9,289 | $11,877-21.8% | $9,806-5.3% | $12,315-24.6% |