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 | $41,813 | $61,815-32.4% | $97,295-57.0% | $80,959-48.4% |
| Participation rate | 52.0% | 63.5%-11.5pp | 72.7%-20.7pp | 67.7%-15.7pp |
| Annual return | 10.80% | -558.73%+569.5pp | 75.62%-64.8pp | 35.67%-24.9pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,723-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,008 | $3,027-0.6% | $4,264-29.5% | $4,300-30.1% |
| Admin fee / account holder | $4,651 | $5,166-10.0% | $5,646-17.6% | $6,925-32.8% |