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 | $56,584 | $95,406-40.7% | $185,849-69.6% | $85,847-34.1% |
| Participation rate | 42.9% | 68.8%-25.9pp | 81.7%-38.9pp | 69.3%-26.5pp |
| Annual return | 14.99% | 23.59%-8.6pp | 122.10%-107.1pp | 318.61%-303.6pp |
| Employer contribution / active EE | $291 | $3,314-91.2% | $5,169-94.4% | $2,565-88.6% |
| Participant deferral / active EE | $1,342 | $3,424-60.8% | $5,569-75.9% | $3,952-66.0% |
| Admin fee / account holder | $1,284 | $7,214-82.2% | $16,244-92.1% | $6,261-79.5% |