Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $36,736 | $76,407-51.9% | $150,298-75.6% | $82,448-55.4% |
| Participation rate | 20.4% | 66.4%-46.0pp | 77.8%-57.4pp | 68.1%-47.7pp |
| Annual return | 56.03% | 39.99%+16.0pp | 62.79%-6.8pp | 41.64%+14.4pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $963 | $3,214-70.1% | $5,453-82.3% | $4,139-76.7% |
| Admin fee / account holder | $1,784 | $6,352-71.9% | $14,116-87.4% | $7,234-75.3% |