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 | $22,051 | $102,638-78.5% | $81,982-73.1% | $158,982-86.1% |
| Participation rate | 68.2% | 75.5%-7.3pp | 69.3%-1.1pp | 82.0%-13.8pp |
| Annual return | 14.10% | 61.05%-47.0pp | 41.31%-27.2pp | 302.99%-288.9pp |
| Employer contribution / active EE | $369 | $3,241-88.6% | $2,498-85.2% | $4,763-92.2% |
| Participant deferral / active EE | $2,386 | $4,649-48.7% | $3,722-35.9% | $5,983-60.1% |
| Admin fee / account holder | $1,296 | $8,237-84.3% | $5,665-77.1% | $11,252-88.5% |