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 | $9,685 | $39,766-75.6% | $66,674-85.5% | $71,012-86.4% |
| Participation rate | 11.7% | 47.7%-35.9pp | 73.7%-61.9pp | 58.6%-46.8pp |
| Annual return | 12.47% | 181.39%-168.9pp | 321.24%-308.8pp | 37.67%-25.2pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,620-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $556 | $1,868-70.3% | $4,084-86.4% | $3,246-82.9% |
| Admin fee / account holder | $3,214 | $1,097+193.1% | $5,098-36.9% | $1,167+175.4% |