Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $32,719 | $99,875-67.2% | $146,866-77.7% | $86,983-62.4% |
| Participation rate | 24.4% | 75.8%-51.4pp | 82.5%-58.1pp | 69.5%-45.1pp |
| Annual return | 198.08% | 28.10%+170.0pp | 102.85%+95.2pp | 25.83%+172.3pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,950 | $6,322-53.3% | $7,759-62.0% | $4,194-29.7% |
| Admin fee / account holder | $667 | $7,838-91.5% | $13,620-95.1% | $7,856-91.5% |