Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $26,812 | $60,504-55.7% | $81,882-67.3% | $74,478-64.0% |
| Participation rate | 33.9% | 62.9%-29.0pp | 72.4%-38.5pp | 67.2%-33.4pp |
| Annual return | 12.38% | 16.91%-4.5pp | 779.47%-767.1pp | 1370.56%-1358.2pp |
| Employer contribution / active EE | $301 | $2,627-88.5% | $2,916-89.7% | $2,626-88.5% |
| Participant deferral / active EE | $1,372 | $3,400-59.6% | $4,323-68.3% | $4,350-68.5% |
| Admin fee / account holder | $802 | $1,492-46.2% | $7,360-89.1% | $1,946-58.8% |