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 | $23,536 | $58,311-59.6% | $81,882-71.3% | $80,959-70.9% |
| Participation rate | 24.1% | 63.5%-39.4pp | 72.4%-48.3pp | 67.7%-43.6pp |
| Annual return | 12.20% | 41.85%-29.7pp | 779.47%-767.3pp | 35.67%-23.5pp |
| Employer contribution / active EE | $249 | $2,347-89.4% | $2,916-91.5% | $2,757-91.0% |
| Participant deferral / active EE | $972 | $3,287-70.4% | $4,323-77.5% | $4,300-77.4% |
| Admin fee / account holder | $2,416 | $4,752-49.2% | $7,360-67.2% | $6,925-65.1% |