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 | $39,479 | $101,539-61.1% | $147,041-73.2% | $74,400-46.9% |
| Participation rate | 56.9% | 75.5%-18.6pp | 82.2%-25.2pp | 67.2%-10.3pp |
| Annual return | 13.18% | 8740.84%-8727.7pp | 419.21%-406.0pp | 1367.51%-1354.3pp |
| Employer contribution / active EE | $594 | $3,811-84.4% | $4,935-88.0% | $2,624-77.4% |
| Participant deferral / active EE | $3,915 | $7,304-46.4% | $8,071-51.5% | $4,348-10.0% |
| Admin fee / account holder | $1,663 | $1,749-4.9% | $13,006-87.2% | $1,944-14.4% |