Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $24,270 | $48,053-49.5% | $84,637-71.3% | $72,976-66.7% |
| Participation rate | 31.5% | 57.6%-26.1pp | 68.2%-36.8pp | 69.5%-38.0pp |
| Annual return | 19.57% | 37.39%-17.8pp | 258.82%-239.2pp | 81.02%-61.4pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,239 | $2,681-53.8% | $3,900-68.2% | $3,608-65.7% |
| Admin fee / account holder | $2,514 | $3,395-26.0% | $4,914-48.8% | $5,124-50.9% |