Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $52,352 | $98,760-47.0% | $149,715-65.0% | $79,858-34.4% |
| Participation rate | 57.1% | 75.8%-18.6pp | 82.5%-25.3pp | 69.6%-12.5pp |
| Annual return | 14.97% | 27.43%-12.5pp | 276.66%-261.7pp | 31.72%-16.7pp |
| Employer contribution / active EE | $191 | $3,217-94.1% | $4,645-95.9% | $2,471-92.3% |
| Participant deferral / active EE | $3,000 | $5,681-47.2% | $6,842-56.2% | $3,740-19.8% |
| Admin fee / account holder | $4,594 | $6,053-24.1% | $9,310-50.7% | $5,306-13.4% |