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 | $29,900 | $56,134-46.7% | $96,192-68.9% | $85,851-65.2% |
| Participation rate | 36.7% | 56.7%-20.0pp | 68.4%-31.7pp | 69.3%-32.6pp |
| Annual return | 15.81% | 42.30%-26.5pp | 192.09%-176.3pp | 318.63%-302.8pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,799-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,579 | $2,858-44.8% | $4,351-63.7% | $3,952-60.1% |
| Admin fee / account holder | $3,053 | $3,769-19.0% | $5,539-44.9% | $6,261-51.2% |