Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $29,003 | $55,423-47.7% | $155,602-81.4% | $74,400-61.0% |
| Participation rate | 27.5% | 61.9%-34.4pp | 78.2%-50.7pp | 67.2%-39.7pp |
| Annual return | 15.73% | 269.07%-253.3pp | 64.81%-49.1pp | 1367.51%-1351.8pp |
| Employer contribution / active EE | $65 | $2,266-97.2% | $4,675-98.6% | $2,624-97.5% |
| Participant deferral / active EE | $1,755 | $2,835-38.1% | $5,629-68.8% | $4,348-59.6% |
| Admin fee / account holder | $6,137 | $1,744+251.8% | $15,923-61.5% | $1,944+215.8% |