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 | $113,068 | $102,385+10.4% | $147,080-23.1% | $80,935+39.7% |
| Participation rate | 56.6% | 75.9%-19.3pp | 82.2%-25.6pp | 67.7%-11.1pp |
| Annual return | 18.23% | 135.09%-116.9pp | 420.17%-401.9pp | 35.66%-17.4pp |
| Employer contribution / active EE | $298 | $3,717-92.0% | $4,933-94.0% | $2,757-89.2% |
| Participant deferral / active EE | $2,980 | $6,651-55.2% | $8,066-63.1% | $4,299-30.7% |
| Admin fee / account holder | $2,761 | $7,951-65.3% | $12,989-78.7% | $6,924-60.1% |