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 | $120,982 | $159,978-24.4% | $147,041-17.7% | $145,978-17.1% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 10.87% | 98.36%-87.5pp | 419.21%-408.3pp | 550.52%-539.7pp |
| Employer contribution / active EE | $493 | $5,288-90.7% | $4,935-90.0% | $4,662-89.4% |
| Participant deferral / active EE | $3,977 | $8,429-52.8% | $8,071-50.7% | $6,690-40.6% |
| Admin fee / account holder | $775 | $15,053-94.8% | $13,006-94.0% | $13,400-94.2% |