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 | $30,883 | $227,597-86.4% | $189,575-83.7% | $167,536-81.6% |
| Participation rate | 47.1% | 82.5%-35.4pp | 78.4%-31.4pp | 82.1%-35.1pp |
| Annual return | 13.09% | 78.44%-65.3pp | 64.19%-51.1pp | 478.82%-465.7pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,808 | $7,002-74.2% | $6,174-70.7% | $6,342-71.5% |
| Admin fee / account holder | $911 | $11,877-92.3% | $9,806-90.7% | $12,315-92.6% |