Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $25,070 | $73,107-65.7% | $114,563-78.1% | $87,485-71.3% |
| Participation rate | 40.0% | 65.8%-25.8pp | 72.9%-32.9pp | 68.9%-28.9pp |
| Annual return | 18.04% | 19.47%-1.4pp | 241.09%-223.1pp | 26.06%-8.0pp |
| Employer contribution / active EE | $0 | $1,881-100.0% | $2,592-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,928 | $3,144-38.7% | $4,142-53.5% | $4,274-54.9% |
| Admin fee / account holder | $1,040 | $5,770-82.0% | $7,623-86.4% | $7,775-86.6% |