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 | $11,374 | $31,105-63.4% | $53,647-78.8% | $64,097-82.3% |
| Participation rate | 9.1% | 30.7%-21.5pp | 56.3%-47.1pp | 55.2%-46.0pp |
| Annual return | 23.09% | 22.54%+0.6pp | 358.33%-335.2pp | 34.64%-11.5pp |
| Employer contribution / active EE | $85 | $441-80.7% | $962-91.2% | $1,891-95.5% |
| Participant deferral / active EE | $295 | $896-67.1% | $1,813-83.7% | $3,080-90.4% |
| Admin fee / account holder | $1,079 | $2,195-50.9% | $2,460-56.1% | $3,454-68.8% |