Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $25,927 | $98,766-73.7% | $149,730-82.7% | $79,852-67.5% |
| Participation rate | 41.9% | 75.8%-33.8pp | 82.5%-40.5pp | 69.6%-27.7pp |
| Annual return | 18.06% | 27.43%-9.4pp | 276.70%-258.6pp | 31.72%-13.7pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,419 | $5,681-57.4% | $6,843-64.6% | $3,740-35.3% |
| Admin fee / account holder | $621 | $6,052-89.7% | $9,310-93.3% | $5,306-88.3% |