Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $30,116 | $27,936+7.8% | $58,561-48.6% | $75,173-59.9% |
| Participation rate | 3.3% | 38.8%-35.6pp | 50.9%-47.6pp | 67.2%-63.9pp |
| Annual return | 21.80% | 44.21%-22.4pp | 4251.33%-4229.5pp | 160.72%-138.9pp |
| Employer contribution / active EE | $71 | $670-89.5% | $1,053-93.3% | $2,671-97.4% |
| Participant deferral / active EE | $408 | $1,202-66.1% | $1,923-78.8% | $4,126-90.1% |
| Admin fee / account holder | $1,524 | $1,727-11.7% | $2,520-39.5% | $5,651-73.0% |