Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $74,491 | $152,612-51.2% | $125,192-40.5% | $152,897-51.3% |
| Participation rate | 35.7% | 83.3%-47.6pp | 79.8%-44.1pp | 82.5%-46.7pp |
| Annual return | 20.03% | 54.85%-34.8pp | 43.79%-23.8pp | 345.43%-325.4pp |
| Employer contribution / active EE | $706 | $4,947-85.7% | $3,866-81.7% | $4,764-85.2% |
| Participant deferral / active EE | $2,311 | $5,868-60.6% | $4,937-53.2% | $5,851-60.5% |
| Admin fee / account holder | $886 | $13,437-93.4% | $9,704-90.9% | $11,599-92.4% |