Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $27,635 | $65,566-57.9% | $86,235-68.0% | $75,177-63.2% |
| Participation rate | 37.5% | 60.5%-23.0pp | 69.0%-31.5pp | 67.2%-29.7pp |
| Annual return | 15.71% | 46.07%-30.4pp | 1170.03%-1154.3pp | 160.75%-145.0pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,233 | $3,023-26.1% | $3,987-44.0% | $4,126-45.9% |
| Admin fee / account holder | $792 | $5,470-85.5% | $6,856-88.4% | $5,651-86.0% |