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 | $19,566 | $49,897-60.8% | $80,648-75.7% | $75,177-74.0% |
| Participation rate | 29.6% | 55.3%-25.7pp | 67.0%-37.4pp | 67.2%-37.6pp |
| Annual return | 15.50% | 34.68%-19.2pp | 937.21%-921.7pp | 160.75%-145.2pp |
| Employer contribution / active EE | $180 | $1,699-89.4% | $2,724-93.4% | $2,671-93.3% |
| Participant deferral / active EE | $992 | $2,992-66.8% | $4,443-77.7% | $4,126-76.0% |
| Admin fee / account holder | $709 | $3,579-80.2% | $5,382-86.8% | $5,651-87.5% |