Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $40,829 | $110,212-63.0% | $96,534-57.7% | $139,466-70.7% |
| Participation rate | 17.6% | 78.1%-60.5pp | 76.0%-58.3pp | 80.3%-62.7pp |
| Annual return | 31.23% | 26.42%+4.8pp | 25.88%+5.3pp | 373.66%-342.4pp |
| Employer contribution / active EE | $700 | $3,620-80.7% | $2,965-76.4% | $4,754-85.3% |
| Participant deferral / active EE | $2,718 | $5,547-51.0% | $4,851-44.0% | $6,712-59.5% |
| Admin fee / account holder | $1,792 | $11,599-84.6% | $8,253-78.3% | $11,409-84.3% |