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 | $31,190 | $51,638-39.6% | $68,368-54.4% | $82,448-62.2% |
| Participation rate | 41.4% | 63.6%-22.2pp | 73.8%-32.4pp | 68.1%-26.7pp |
| Annual return | 21.51% | 37.53%-16.0pp | 292.57%-271.1pp | 41.64%-20.1pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,753 | $2,914+97.4% | $4,123+39.5% | $4,139+39.0% |
| Admin fee / account holder | $497 | $4,643-89.3% | $5,150-90.3% | $7,234-93.1% |