Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $46,657 | $100,911-53.8% | $90,440-48.4% | $158,966-70.6% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 15.41% | 1726.62%-1711.2pp | 1294.38%-1279.0pp | 302.95%-287.5pp |
| Employer contribution / active EE | -$160 | $3,690-104.3% | $3,263-104.9% | $4,762-103.4% |
| Participant deferral / active EE | $4,191 | $4,348-3.6% | $3,964+5.7% | $5,983-30.0% |
| Admin fee / account holder | $9,265 | $6,507+42.4% | $5,615+65.0% | $11,250-17.6% |