Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $43,339 | $34,932+24.1% | $56,441-23.2% | $74,546-41.9% |
| Participation rate | 9.7% | 32.9%-23.2pp | 52.5%-42.8pp | 67.2%-57.5pp |
| Annual return | 11.38% | 24.90%-13.5pp | 1704.21%-1692.8pp | 1366.03%-1354.7pp |
| Employer contribution / active EE | $36 | $608-94.1% | $1,039-96.6% | $2,624-98.6% |
| Participant deferral / active EE | $435 | $1,173-62.9% | $1,953-77.7% | $4,347-90.0% |
| Admin fee / account holder | $346 | $2,359-85.3% | $2,829-87.8% | $1,944-82.2% |