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 | $19,223 | $29,051-33.8% | $52,425-63.3% | $67,986-71.7% |
| Participation rate | 4.3% | 30.4%-26.1pp | 55.6%-51.3pp | 57.2%-52.9pp |
| Annual return | 15.93% | 24.00%-8.1pp | 302.12%-286.2pp | 31.67%-15.7pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $191 | $873-78.1% | $1,790-89.3% | $3,358-94.3% |
| Admin fee / account holder | $489 | $2,113-76.8% | $2,495-80.4% | $3,203-84.7% |