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 | $36,887 | $28,624+28.9% | $53,647-31.2% | $82,637-55.4% |
| Participation rate | 29.4% | 47.3%-17.9pp | 56.3%-26.9pp | 68.1%-38.6pp |
| Annual return | 16.76% | 664.98%-648.2pp | 358.33%-341.6pp | 53.51%-36.7pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $610 | $1,196-49.0% | $1,813-66.4% | $4,126-85.2% |
| Admin fee / account holder | $365 | $2,022-81.9% | $2,460-85.2% | $7,339-95.0% |