Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $62,087 | $148,629-58.2% | $135,982-54.3% | $139,487-55.5% |
| Participation rate | 64.3% | 83.9%-19.6pp | 81.9%-17.6pp | 80.3%-16.1pp |
| Annual return | 19.90% | 79.33%-59.4pp | 68.32%-48.4pp | 373.84%-353.9pp |
| Employer contribution / active EE | $1,003 | $5,247-80.9% | $4,859-79.4% | $4,755-78.9% |
| Participant deferral / active EE | $4,326 | $8,102-46.6% | $7,760-44.3% | $6,713-35.6% |
| Admin fee / account holder | $558 | $12,406-95.5% | $10,767-94.8% | $11,407-95.1% |