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 | $51,389 | $49,199+4.5% | $121,204-57.6% | $75,173-31.6% |
| Participation rate | 22.8% | 55.4%-32.6pp | 69.5%-46.7pp | 67.2%-44.4pp |
| Annual return | 17.32% | 56.04%-38.7pp | 987.18%-969.9pp | 160.72%-143.4pp |
| Employer contribution / active EE | $301 | $1,547-80.5% | $4,170-92.8% | $2,671-88.7% |
| Participant deferral / active EE | $1,298 | $2,630-50.7% | $4,083-68.2% | $4,126-68.6% |
| Admin fee / account holder | $2,294 | $3,946-41.9% | $5,651-59.4% | $5,651-59.4% |