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 | $143,232 | $125,237+14.4% | $105,608+35.6% | $145,877-1.8% |
| Participation rate | 50.0% | 77.7%-27.7pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 13.59% | 225.76%-212.2pp | 116.50%-102.9pp | 551.28%-537.7pp |
| Employer contribution / active EE | $345 | $3,720-90.7% | $3,167-89.1% | $4,663-92.6% |
| Participant deferral / active EE | $2,487 | $5,711-56.4% | $5,010-50.4% | $6,691-62.8% |
| Admin fee / account holder | $10,580 | $17,287-38.8% | $11,028-4.1% | $13,402-21.1% |