Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $52,692 | $211,288-75.1% | $178,540-70.5% | $145,884-63.9% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 10.09% | 30.27%-20.2pp | 27.15%-17.1pp | 551.85%-541.8pp |
| Employer contribution / active EE | $146 | $4,574-96.8% | $3,953-96.3% | $4,662-96.9% |
| Participant deferral / active EE | $1,924 | $6,967-72.4% | $6,281-69.4% | $6,690-71.2% |
| Admin fee / account holder | $1,161 | $12,105-90.4% | $10,424-88.9% | $13,392-91.3% |