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 | $84,889 | $129,737-34.6% | $119,126-28.7% | $154,746-45.1% |
| Participation rate | 38.9% | 78.9%-40.0pp | 75.8%-36.9pp | 80.7%-41.8pp |
| Annual return | 15.83% | 379.08%-363.2pp | 282.11%-266.3pp | 172.34%-156.5pp |
| Employer contribution / active EE | $670 | $4,375-84.7% | $4,034-83.4% | $4,379-84.7% |
| Participant deferral / active EE | $2,028 | $5,842-65.3% | $5,318-61.9% | $6,730-69.9% |
| Admin fee / account holder | $927 | $11,961-92.3% | $10,693-91.3% | $14,365-93.5% |