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 | $24,248 | $60,119-59.7% | $90,430-73.2% | $79,858-69.6% |
| Participation rate | 33.3% | 65.0%-31.6pp | 72.7%-39.4pp | 69.6%-36.3pp |
| Annual return | 20.02% | 71.94%-51.9pp | 1293.73%-1273.7pp | 31.72%-11.7pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,611 | $2,938-45.2% | $3,963-59.3% | $3,740-56.9% |
| Admin fee / account holder | $4,730 | $3,976+19.0% | $5,613-15.7% | $5,306-10.8% |