Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $56,259 | $102,422-45.1% | $147,117-61.8% | $80,959-30.5% |
| Participation rate | 35.7% | 75.9%-40.2pp | 82.2%-46.5pp | 67.7%-32.0pp |
| Annual return | 13.76% | 135.16%-121.4pp | 420.54%-406.8pp | 35.67%-21.9pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,002 | $6,652-39.8% | $8,065-50.4% | $4,300-6.9% |
| Admin fee / account holder | $3,563 | $7,953-55.2% | $12,993-72.6% | $6,925-48.6% |