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 | $23,554 | $49,199-52.1% | $121,210-80.6% | $75,177-68.7% |
| Participation rate | 23.4% | 55.4%-32.1pp | 69.5%-46.2pp | 67.2%-43.8pp |
| Annual return | 18.40% | 56.04%-37.6pp | 987.41%-969.0pp | 160.75%-142.3pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,171-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,109 | $2,630-57.8% | $4,084-72.8% | $4,126-73.1% |
| Admin fee / account holder | $336 | $3,946-91.5% | $5,647-94.0% | $5,651-94.1% |