Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $60,845 | $64,705-6.0% | $62,929-3.3% | $67,986-10.5% |
| Participation rate | 26.7% | 65.6%-38.9pp | 73.1%-46.4pp | 57.2%-30.5pp |
| Annual return | 17.05% | 20.31%-3.3pp | 1063.93%-1046.9pp | 31.67%-14.6pp |
| Employer contribution / active EE | $0 | $2,376-100.0% | $2,505-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,151 | $3,198-64.0% | $3,888-70.4% | $3,358-65.7% |
| Admin fee / account holder | $6,141 | $1,428+330.0% | $5,065+21.2% | $3,203+91.7% |