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 | $75,787 | $152,619-50.3% | $125,195-39.5% | $152,909-50.4% |
| Participation rate | 56.3% | 83.3%-27.1pp | 79.8%-23.5pp | 82.5%-26.2pp |
| Annual return | 21.71% | 54.85%-33.1pp | 43.79%-22.1pp | 345.46%-323.8pp |
| Employer contribution / active EE | $377 | $4,947-92.4% | $3,866-90.2% | $4,764-92.1% |
| Participant deferral / active EE | $4,171 | $5,869-28.9% | $4,937-15.5% | $5,851-28.7% |
| Admin fee / account holder | $6,819 | $13,437-49.3% | $9,704-29.7% | $11,601-41.2% |