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 | $21,901 | $78,690-72.2% | $161,489-86.4% | $87,485-75.0% |
| Participation rate | 23.7% | 67.5%-43.8pp | 78.7%-55.0pp | 68.9%-45.2pp |
| Annual return | 21.13% | 32.74%-11.6pp | 89.72%-68.6pp | 26.06%-4.9pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,737 | $3,311-47.5% | $5,630-69.1% | $4,274-59.3% |
| Admin fee / account holder | $5,652 | $6,724-15.9% | $16,006-64.7% | $7,775-27.3% |