Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $29,912 | $89,259-66.5% | $107,187-72.1% | $82,637-63.8% |
| Participation rate | 30.8% | 67.9%-37.2pp | 75.0%-44.3pp | 68.1%-37.3pp |
| Annual return | 47.92% | 21.02%+26.9pp | 204.55%-156.6pp | 53.51%-5.6pp |
| Employer contribution / active EE | $787 | $3,080-74.4% | $3,782-79.2% | $2,552-69.2% |
| Participant deferral / active EE | $3,051 | $4,037-24.4% | $5,096-40.1% | $4,126-26.1% |
| Admin fee / account holder | $2,038 | $7,381-72.4% | $9,162-77.8% | $7,339-72.2% |