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 | $52,759 | $227,291-76.8% | $214,702-75.4% | $155,188-66.0% |
| Participation rate | 50.0% | 88.0%-38.0pp | 87.5%-37.5pp | 80.8%-30.8pp |
| Annual return | 13.61% | 60.08%-46.5pp | 54.55%-40.9pp | 148.84%-135.2pp |
| Employer contribution / active EE | $1,307 | $6,772-80.7% | $6,461-79.8% | $4,248-69.2% |
| Participant deferral / active EE | $3,831 | $9,582-60.0% | $9,147-58.1% | $6,531-41.3% |
| Admin fee / account holder | $334 | $20,413-98.4% | $19,830-98.3% | $14,480-97.7% |