Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $22,266 | $49,976-55.4% | $66,674-66.6% | $82,637-73.1% |
| Participation rate | 12.6% | 63.1%-50.5pp | 73.7%-61.0pp | 68.1%-55.4pp |
| Annual return | 16.19% | 39.09%-22.9pp | 321.24%-305.0pp | 53.51%-37.3pp |
| Employer contribution / active EE | $199 | $1,988-90.0% | $2,620-92.4% | $2,552-92.2% |
| Participant deferral / active EE | $510 | $2,847-82.1% | $4,084-87.5% | $4,126-87.6% |
| Admin fee / account holder | $6,018 | $4,594+31.0% | $5,098+18.1% | $7,339-18.0% |