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 | $40,019 | $85,766-53.3% | $136,298-70.6% | $70,126-42.9% |
| Participation rate | 28.8% | 74.2%-45.4pp | 81.9%-53.1pp | 69.5%-40.8pp |
| Annual return | 15.64% | 31.46%-15.8pp | 5156.27%-5140.6pp | 73.15%-57.5pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,505 | $5,051-50.4% | $6,247-59.9% | $3,332-24.8% |
| Admin fee / account holder | $3,167 | $5,421-41.6% | $9,244-65.7% | $4,645-31.8% |