Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $40,455 | $217,432-81.4% | $185,849-78.2% | $167,536-75.9% |
| Participation rate | 53.3% | 86.1%-32.7pp | 81.7%-28.4pp | 82.1%-28.8pp |
| Annual return | 22.69% | 148.42%-125.7pp | 122.10%-99.4pp | 478.82%-456.1pp |
| Employer contribution / active EE | $322 | $5,875-94.5% | $5,169-93.8% | $4,839-93.3% |
| Participant deferral / active EE | $5,744 | $6,357-9.7% | $5,569+3.1% | $6,342-9.4% |
| Admin fee / account holder | $853 | $19,818-95.7% | $16,244-94.7% | $12,315-93.1% |