Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $47,448 | $101,539-53.3% | $147,041-67.7% | $74,400-36.2% |
| Participation rate | 65.9% | 75.5%-9.7pp | 82.2%-16.3pp | 67.2%-1.4pp |
| Annual return | 20.98% | 8740.84%-8719.9pp | 419.21%-398.2pp | 1367.51%-1346.5pp |
| Employer contribution / active EE | $7 | $3,811-99.8% | $4,935-99.9% | $2,624-99.7% |
| Participant deferral / active EE | $5,115 | $7,304-30.0% | $8,071-36.6% | $4,348+17.6% |
| Admin fee / account holder | $7,310 | $1,749+317.9% | $13,006-43.8% | $1,944+276.1% |