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 | $14,961 | $58,311-74.3% | $81,882-81.7% | $80,959-81.5% |
| Participation rate | 31.4% | 63.5%-32.1pp | 72.4%-41.0pp | 67.7%-36.2pp |
| Annual return | 11.47% | 41.85%-30.4pp | 779.47%-768.0pp | 35.67%-24.2pp |
| Employer contribution / active EE | $257 | $2,347-89.1% | $2,916-91.2% | $2,757-90.7% |
| Participant deferral / active EE | $1,290 | $3,287-60.8% | $4,323-70.2% | $4,300-70.0% |
| Admin fee / account holder | $1,124 | $4,752-76.3% | $7,360-84.7% | $6,925-83.8% |