Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $21,501 | $102,595-79.0% | $94,057-77.1% | $154,746-86.1% |
| Participation rate | 35.3% | 76.0%-40.7pp | 73.3%-38.0pp | 80.7%-45.4pp |
| Annual return | 19.49% | 583.42%-563.9pp | 480.62%-461.1pp | 172.34%-152.8pp |
| Employer contribution / active EE | $25 | $3,147-99.2% | $2,933-99.2% | $4,379-99.4% |
| Participant deferral / active EE | $2,455 | $5,118-52.0% | $4,709-47.9% | $6,730-63.5% |
| Admin fee / account holder | $426 | $7,736-94.5% | $7,244-94.1% | $14,365-97.0% |