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 | $14,929 | $81,643-81.7% | $70,462-78.8% | $158,950-90.6% |
| Participation rate | 45.8% | 77.7%-31.9pp | 75.1%-29.2pp | 82.0%-36.1pp |
| Annual return | 4.99% | 208.51%-203.5pp | 109.08%-104.1pp | 302.91%-297.9pp |
| Employer contribution / active EE | $209 | $3,218-93.5% | $2,737-92.4% | $4,762-95.6% |
| Participant deferral / active EE | $1,183 | $4,555-74.0% | $3,710-68.1% | $5,983-80.2% |
| Admin fee / account holder | $997 | $6,194-83.9% | $3,845-74.1% | $11,248-91.1% |