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 | $53,870 | $56,197-4.1% | $67,652-20.4% | $59,633-9.7% |
| Participation rate | 60.0% | 71.5%-11.5pp | 75.7%-15.7pp | 68.7%-8.7pp |
| Annual return | 0.56% | 18508.10%-18507.5pp | 6625.40%-6624.8pp | 2041.45%-2040.9pp |
| Employer contribution / active EE | $268 | $1,615-83.4% | $2,266-88.2% | $2,203-87.8% |
| Participant deferral / active EE | $2,027 | $2,844-28.7% | $3,560-43.0% | $3,192-36.5% |
| Admin fee / account holder | $757 | $3,958-80.9% | $4,821-84.3% | $4,297-82.4% |