Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $19,020 | $63,354-70.0% | $94,105-79.8% | $82,637-77.0% |
| Participation rate | 31.6% | 63.8%-32.2pp | 71.9%-40.4pp | 68.1%-36.5pp |
| Annual return | 18.78% | 34.36%-15.6pp | 204.55%-185.8pp | 53.51%-34.7pp |
| Employer contribution / active EE | $0 | $1,760-100.0% | $2,504-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,664 | $2,873-42.1% | $3,881-57.1% | $4,126-59.7% |
| Admin fee / account holder | $1,175 | $5,073-76.8% | $6,199-81.1% | $7,339-84.0% |