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 | $209,336-74.8% | $197,124-73.2% | $137,256-61.6% |
| Participation rate | 50.0% | 87.3%-37.3pp | 86.7%-36.7pp | 80.0%-30.0pp |
| Annual return | 13.61% | 48.09%-34.5pp | 44.34%-30.7pp | 220.34%-206.7pp |
| Employer contribution / active EE | $1,307 | $6,591-80.2% | $6,227-79.0% | $4,156-68.6% |
| Participant deferral / active EE | $3,831 | $9,614-60.2% | $9,135-58.1% | $6,407-40.2% |
| Admin fee / account holder | $334 | $17,308-98.1% | $16,298-98.0% | $12,270-97.3% |