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 | $16,263 | $34,316-52.6% | $74,722-78.2% | $72,975-77.7% |
| Participation rate | 19.1% | 42.4%-23.3pp | 54.5%-35.3pp | 69.5%-50.3pp |
| Annual return | 20.61% | 26.58%-6.0pp | 753.11%-732.5pp | 81.01%-60.4pp |
| Employer contribution / active EE | $72 | $692-89.6% | $1,084-93.3% | $2,440-97.0% |
| Participant deferral / active EE | $600 | $1,272-52.8% | $1,963-69.4% | $3,608-83.4% |
| Admin fee / account holder | $871 | $2,125-59.0% | $3,335-73.9% | $5,124-83.0% |