Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $10,541 | $77,908-86.5% | $149,696-93.0% | $75,173-86.0% |
| Participation rate | 26.6% | 65.6%-39.0pp | 78.8%-52.2pp | 67.2%-40.6pp |
| Annual return | 21.49% | 31.73%-10.2pp | 134.46%-113.0pp | 160.72%-139.2pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,251 | $3,411-63.3% | $5,682-78.0% | $4,126-69.7% |
| Admin fee / account holder | $2,158 | $5,950-63.7% | $13,212-83.7% | $5,651-61.8% |