Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $27,967 | $61,125-54.2% | $94,057-70.3% | $87,485-68.0% |
| Participation rate | 36.7% | 64.1%-27.4pp | 73.3%-36.7pp | 68.9%-32.3pp |
| Annual return | 37.21% | 35.20%+2.0pp | 480.62%-443.4pp | 26.06%+11.1pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,594 | $3,260-20.4% | $4,709-44.9% | $4,274-39.3% |
| Admin fee / account holder | $2,034 | $5,629-63.9% | $7,244-71.9% | $7,775-73.8% |