Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $24,386 | $165,399-85.3% | $149,745-83.7% | $158,982-84.7% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | 20.19% | 348.34%-328.1pp | 276.72%-256.5pp | 302.99%-282.8pp |
| Employer contribution / active EE | $857 | $5,105-83.2% | $4,646-81.6% | $4,763-82.0% |
| Participant deferral / active EE | $3,068 | $7,183-57.3% | $6,843-55.2% | $5,983-48.7% |
| Admin fee / account holder | $1,962 | $10,811-81.9% | $9,312-78.9% | $11,252-82.6% |