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 | $22,165 | $41,377-46.4% | $109,313-79.7% | $62,881-64.8% |
| Participation rate | 55.7% | 57.5%-1.8pp | 71.3%-15.6pp | 69.3%-13.6pp |
| Annual return | 66.31% | 11.05%+55.3pp | 22.07%+44.2pp | 20.14%+46.2pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,356 | $2,045-33.7% | $3,166-57.2% | $3,203-57.7% |
| Admin fee / account holder | $3,113 | $2,884+7.9% | $5,666-45.1% | $4,296-27.5% |