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 | $43,212 | $157,296-72.5% | $141,191-69.4% | $152,897-71.7% |
| Participation rate | 40.9% | 84.8%-43.9pp | 82.5%-41.6pp | 82.5%-41.5pp |
| Annual return | 21.63% | 64.34%-42.7pp | 71.41%-49.8pp | 345.43%-323.8pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,802 | $7,111-60.6% | $6,710-58.2% | $5,851-52.1% |
| Admin fee / account holder | $5,220 | $12,125-57.0% | $10,264-49.1% | $11,599-55.0% |