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 | $53,939 | $85,766-37.1% | $136,298-60.4% | $70,126-23.1% |
| Participation rate | 58.8% | 74.2%-15.3pp | 81.9%-23.1pp | 69.5%-10.7pp |
| Annual return | 16.24% | 31.46%-15.2pp | 5156.27%-5140.0pp | 73.15%-56.9pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $7,307 | $5,051+44.6% | $6,247+17.0% | $3,332+119.3% |
| Admin fee / account holder | $7,256 | $5,421+33.9% | $9,244-21.5% | $4,645+56.2% |