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 | $29,116 | $103,008-71.7% | $90,304-67.8% | $152,897-81.0% |
| Participation rate | 45.8% | 75.9%-30.0pp | 73.3%-27.4pp | 82.5%-36.6pp |
| Annual return | 23.74% | 95.22%-71.5pp | 78.13%-54.4pp | 345.43%-321.7pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,284 | $4,281+0.1% | $3,885+10.3% | $5,851-26.8% |
| Admin fee / account holder | $2,925 | $6,175-52.6% | $5,354-45.4% | $11,599-74.8% |