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 | $23,769 | $103,038-76.9% | $90,324-73.7% | $152,909-84.5% |
| Participation rate | 58.8% | 75.9%-17.1pp | 73.3%-14.5pp | 82.5%-23.6pp |
| Annual return | 14.32% | 95.25%-80.9pp | 78.15%-63.8pp | 345.46%-331.1pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,641 | $4,282-15.0% | $3,885-6.3% | $5,851-37.8% |
| Admin fee / account holder | $3,506 | $6,177-43.3% | $5,356-34.5% | $11,601-69.8% |