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 | $58,089 | $211,224-72.5% | $178,505-67.5% | $145,897-60.2% |
| Participation rate | 55.6% | 80.8%-25.3pp | 77.1%-21.6pp | 80.3%-24.8pp |
| Annual return | 11.58% | 30.28%-18.7pp | 27.16%-15.6pp | 552.29%-540.7pp |
| Employer contribution / active EE | $525 | $4,577-88.5% | $3,955-86.7% | $4,663-88.7% |
| Participant deferral / active EE | $3,694 | $6,966-47.0% | $6,280-41.2% | $6,689-44.8% |
| Admin fee / account holder | $635 | $12,109-94.8% | $10,428-93.9% | $13,390-95.3% |