Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $20,646 | $183,516-88.7% | $155,534-86.7% | $145,884-85.8% |
| Participation rate | 54.5% | 82.7%-28.2pp | 78.2%-23.7pp | 80.3%-25.8pp |
| Annual return | 20.96% | 61.43%-40.5pp | 64.92%-44.0pp | 551.85%-530.9pp |
| Employer contribution / active EE | $660 | $5,315-87.6% | $4,675-85.9% | $4,662-85.8% |
| Participant deferral / active EE | $2,897 | $6,467-55.2% | $5,630-48.5% | $6,690-56.7% |
| Admin fee / account holder | $1,837 | $19,293-90.5% | $15,900-88.4% | $13,392-86.3% |