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 | $17,888 | $62,549-71.4% | $85,705-79.1% | $85,851-79.2% |
| Participation rate | 44.8% | 61.1%-16.3pp | 69.9%-25.0pp | 69.3%-24.5pp |
| Annual return | 13.19% | 23.77%-10.6pp | 21.49%-8.3pp | 318.63%-305.4pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,619-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,758 | $2,802-37.3% | $3,924-55.2% | $3,952-55.5% |
| Admin fee / account holder | $776 | $4,644-83.3% | $6,877-88.7% | $6,261-87.6% |