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 | $38,988 | $148,623-73.8% | $135,974-71.3% | $139,466-72.0% |
| Participation rate | 61.1% | 83.9%-22.8pp | 81.9%-20.8pp | 80.3%-19.2pp |
| Annual return | 20.35% | 79.30%-58.9pp | 68.30%-48.0pp | 373.66%-353.3pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $7,903 | $8,103-2.5% | $7,760+1.8% | $6,712+17.7% |
| Admin fee / account holder | $1,919 | $12,406-84.5% | $10,767-82.2% | $11,409-83.2% |