Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $6,382 | $27,936-77.2% | $58,561-89.1% | $75,173-91.5% |
| Participation rate | 6.7% | 38.8%-32.2pp | 50.9%-44.2pp | 67.2%-60.5pp |
| Annual return | 21.15% | 44.21%-23.1pp | 4251.33%-4230.2pp | 160.72%-139.6pp |
| Employer contribution / active EE | $66 | $670-90.1% | $1,053-93.7% | $2,671-97.5% |
| Participant deferral / active EE | $253 | $1,202-78.9% | $1,923-86.8% | $4,126-93.9% |
| Admin fee / account holder | $690 | $1,727-60.0% | $2,520-72.6% | $5,651-87.8% |