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 | $26,660 | $106,008-74.9% | $92,240-71.1% | $147,586-81.9% |
| Participation rate | 38.1% | 80.4%-42.3pp | 76.5%-38.4pp | 82.8%-44.7pp |
| Annual return | 13.66% | 50.05%-36.4pp | 176.29%-162.6pp | 578.59%-564.9pp |
| Employer contribution / active EE | $525 | $4,333-87.9% | $3,680-85.7% | $4,876-89.2% |
| Participant deferral / active EE | $1,483 | $4,478-66.9% | $3,897-61.9% | $5,439-72.7% |
| Admin fee / account holder | $719 | $6,333-88.6% | $5,194-86.1% | $10,886-93.4% |