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 | $42,936 | $157,304-72.7% | $141,197-69.6% | $152,909-71.9% |
| Participation rate | 60.9% | 84.8%-24.0pp | 82.5%-21.6pp | 82.5%-21.6pp |
| Annual return | 43.46% | 64.34%-20.9pp | 71.41%-27.9pp | 345.46%-302.0pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,807 | $7,111-60.5% | $6,710-58.2% | $5,851-52.0% |
| Admin fee / account holder | $492 | $12,126-95.9% | $10,265-95.2% | $11,601-95.8% |