Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $15,022 | $58,241-74.2% | $81,780-81.6% | $80,911-81.4% |
| Participation rate | 25.6% | 63.4%-37.9pp | 72.4%-46.8pp | 67.6%-42.1pp |
| Annual return | 13.68% | 41.73%-28.0pp | 776.27%-762.6pp | 35.63%-21.9pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,914-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,154 | $3,283-34.4% | $4,321-50.2% | $4,297-49.9% |
| Admin fee / account holder | $3,112 | $4,973-37.4% | $7,384-57.9% | $6,935-55.1% |