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 | $103,528 | $115,810-10.6% | $101,271+2.2% | $158,966-34.9% |
| Participation rate | 64.3% | 79.4%-15.1pp | 75.8%-11.5pp | 82.0%-17.7pp |
| Annual return | 9.39% | 56.15%-46.8pp | 46.48%-37.1pp | 302.95%-293.6pp |
| Employer contribution / active EE | $397 | $4,175-90.5% | $3,660-89.1% | $4,762-91.7% |
| Participant deferral / active EE | $6,070 | $4,958+22.4% | $4,371+38.9% | $5,983+1.5% |
| Admin fee / account holder | $3,270 | $7,248-54.9% | $5,948-45.0% | $11,250-70.9% |