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 | $148,277 | $102,422+44.8% | $147,117+0.8% | $80,959+83.2% |
| Participation rate | 66.7% | 75.9%-9.2pp | 82.2%-15.5pp | 67.7%-1.0pp |
| Annual return | 19.85% | 135.16%-115.3pp | 420.54%-400.7pp | 35.67%-15.8pp |
| Employer contribution / active EE | $778 | $3,717-79.1% | $4,932-84.2% | $2,757-71.8% |
| Participant deferral / active EE | $9,552 | $6,652+43.6% | $8,065+18.4% | $4,300+122.1% |
| Admin fee / account holder | $3,256 | $7,953-59.1% | $12,993-74.9% | $6,925-53.0% |