Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $15,241 | $55,437-72.5% | $155,534-90.2% | $74,459-79.5% |
| Participation rate | 39.6% | 61.9%-22.3pp | 78.2%-38.6pp | 67.2%-27.6pp |
| Annual return | 12.38% | 269.58%-257.2pp | 64.92%-52.5pp | 1369.70%-1357.3pp |
| Employer contribution / active EE | $172 | $2,266-92.4% | $4,675-96.3% | $2,626-93.4% |
| Participant deferral / active EE | $1,619 | $2,837-42.9% | $5,630-71.2% | $4,350-62.8% |
| Admin fee / account holder | $1,065 | $1,742-38.9% | $15,900-93.3% | $1,945-45.2% |