Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $100,461 | $183,592-45.3% | $155,574-35.4% | $145,877-31.1% |
| Participation rate | 31.8% | 82.7%-50.9pp | 78.2%-46.4pp | 80.3%-48.5pp |
| Annual return | 11.21% | 61.37%-50.2pp | 64.87%-53.7pp | 551.28%-540.1pp |
| Employer contribution / active EE | $613 | $5,317-88.5% | $4,676-86.9% | $4,663-86.8% |
| Participant deferral / active EE | $2,421 | $6,466-62.6% | $5,629-57.0% | $6,691-63.8% |
| Admin fee / account holder | $1,202 | $19,316-93.8% | $15,914-92.4% | $13,402-91.0% |