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 | $16,637 | $31,679-47.5% | $74,722-77.7% | $65,185-74.5% |
| Participation rate | 28.9% | 40.4%-11.4pp | 54.5%-25.5pp | 70.2%-41.3pp |
| Annual return | 21.00% | 39.04%-18.0pp | 753.11%-732.1pp | 29.38%-8.4pp |
| Employer contribution / active EE | $120 | $566-78.8% | $1,084-88.9% | $2,177-94.5% |
| Participant deferral / active EE | $546 | $1,191-54.1% | $1,963-72.2% | $3,514-84.5% |
| Admin fee / account holder | $1,620 | $379+327.6% | $3,335-51.4% | $847+91.2% |