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 | $24,091 | $176,402-86.3% | $134,162-82.0% | $158,966-84.8% |
| Participation rate | 63.2% | 78.7%-15.6pp | 72.2%-9.0pp | 82.0%-18.8pp |
| Annual return | 9.13% | 63.66%-54.5pp | 36.35%-27.2pp | 302.95%-293.8pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,451 | $4,093-15.7% | $3,500-1.4% | $5,983-42.3% |
| Admin fee / account holder | $411 | $8,719-95.3% | $6,685-93.8% | $11,250-96.3% |