Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $23,744 | $95,415-75.1% | $185,851-87.2% | $85,851-72.3% |
| Participation rate | 36.4% | 68.8%-32.4pp | 81.7%-45.3pp | 69.3%-33.0pp |
| Annual return | 137.22% | 23.59%+113.6pp | 122.11%+15.1pp | 318.63%-181.4pp |
| Employer contribution / active EE | $249 | $3,314-92.5% | $5,168-95.2% | $2,565-90.3% |
| Participant deferral / active EE | $1,836 | $3,424-46.4% | $5,569-67.0% | $3,952-53.5% |
| Admin fee / account holder | $1,285 | $7,215-82.2% | $16,245-92.1% | $6,261-79.5% |