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 | $34,119 | $59,006-42.2% | $97,295-64.9% | $74,478-54.2% |
| Participation rate | 30.3% | 63.7%-33.4pp | 72.7%-42.4pp | 67.2%-36.9pp |
| Annual return | 14.53% | 16.04%-1.5pp | 75.62%-61.1pp | 1370.56%-1356.0pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,723-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,730 | $3,671-25.6% | $4,264-36.0% | $4,350-37.2% |
| Admin fee / account holder | $444 | $1,974-77.5% | $5,646-92.1% | $1,946-77.2% |