Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $24,755 | $72,465-65.8% | $67,575-63.4% | $145,884-83.0% |
| Participation rate | 40.9% | 76.9%-36.0pp | 72.9%-32.0pp | 80.3%-39.4pp |
| Annual return | 12.17% | 7222.56%-7210.4pp | 3528.98%-3516.8pp | 551.85%-539.7pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,736-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,512 | $4,786-5.7% | $4,003+12.7% | $6,690-32.5% |
| Admin fee / account holder | $4,001 | $5,515-27.5% | $3,993+0.2% | $13,392-70.1% |