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 | $36,140 | $111,878-67.7% | $93,727-61.4% | $145,897-75.2% |
| Participation rate | 55.6% | 74.2%-18.7pp | 68.7%-13.2pp | 80.3%-24.8pp |
| Annual return | 12.84% | 204.28%-191.4pp | 133.83%-121.0pp | 552.29%-539.4pp |
| Employer contribution / active EE | $548 | $3,092-82.3% | $2,421-77.4% | $4,663-88.3% |
| Participant deferral / active EE | $2,189 | $4,920-55.5% | $4,417-50.4% | $6,689-67.3% |
| Admin fee / account holder | $461 | $10,256-95.5% | $8,292-94.4% | $13,390-96.6% |