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 | $44,431 | $57,330-22.5% | $86,656-48.7% | $75,177-40.9% |
| Participation rate | 22.4% | 63.2%-40.7pp | 71.7%-49.3pp | 67.2%-44.8pp |
| Annual return | 17.17% | 2675.40%-2658.2pp | 593.09%-575.9pp | 160.75%-143.6pp |
| Employer contribution / active EE | $162 | $2,316-93.0% | $3,025-94.6% | $2,671-93.9% |
| Participant deferral / active EE | $1,133 | $3,320-65.9% | $4,439-74.5% | $4,126-72.5% |
| Admin fee / account holder | $1,661 | $4,115-59.6% | $5,619-70.4% | $5,651-70.6% |