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 | $56,522 | $122,239-53.8% | $184,200-69.3% | $74,546-24.2% |
| Participation rate | 40.8% | 85.5%-44.7pp | 86.8%-46.1pp | 67.2%-26.4pp |
| Annual return | 15.90% | 19.95%-4.0pp | 28.80%-12.9pp | 1366.03%-1350.1pp |
| Employer contribution / active EE | $0 | $4,537-100.0% | $6,424-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $5,844 | $7,139-18.1% | $9,132-36.0% | $4,347+34.4% |
| Admin fee / account holder | $699 | $1,260-44.5% | $13,907-95.0% | $1,944-64.0% |