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 | $30,201 | $48,570-37.8% | $130,660-76.9% | $72,976-58.6% |
| Participation rate | 50.0% | 58.6%-8.6pp | 71.7%-21.7pp | 69.5%-19.5pp |
| Annual return | 23.51% | 38.63%-15.1pp | 1709.29%-1685.8pp | 81.02%-57.5pp |
| Employer contribution / active EE | $268 | $1,334-79.9% | $4,092-93.4% | $2,440-89.0% |
| Participant deferral / active EE | $1,451 | $2,384-39.1% | $3,603-59.7% | $3,608-59.8% |
| Admin fee / account holder | $467 | $3,549-86.8% | $5,463-91.5% | $5,124-90.9% |