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 | $46,953 | $100,911-53.5% | $90,440-48.1% | $158,966-70.5% |
| Participation rate | 42.1% | 75.0%-32.9pp | 72.7%-30.6pp | 82.0%-39.9pp |
| Annual return | 10.95% | 1726.62%-1715.7pp | 1294.38%-1283.4pp | 302.95%-292.0pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,957 | $4,348-55.0% | $3,964-50.6% | $5,983-67.3% |
| Admin fee / account holder | $2,993 | $6,507-54.0% | $5,615-46.7% | $11,250-73.4% |