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 | $38,770 | $111,878-65.3% | $93,727-58.6% | $145,897-73.4% |
| Participation rate | 56.5% | 74.2%-17.7pp | 68.7%-12.2pp | 80.3%-23.8pp |
| Annual return | 12.63% | 204.28%-191.6pp | 133.83%-121.2pp | 552.29%-539.7pp |
| Employer contribution / active EE | $296 | $3,092-90.4% | $2,421-87.8% | $4,663-93.7% |
| Participant deferral / active EE | $1,910 | $4,920-61.2% | $4,417-56.8% | $6,689-71.4% |
| Admin fee / account holder | $3,241 | $10,256-68.4% | $8,292-60.9% | $13,390-75.8% |