Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $24,949 | $58,241-57.2% | $81,780-69.5% | $80,911-69.2% |
| Participation rate | 41.7% | 63.4%-21.8pp | 72.4%-30.7pp | 67.6%-26.0pp |
| Annual return | 18.65% | 41.73%-23.1pp | 776.27%-757.6pp | 35.63%-17.0pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,914-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,018 | $3,283-8.1% | $4,321-30.1% | $4,297-29.8% |
| Admin fee / account holder | $362 | $4,973-92.7% | $7,384-95.1% | $6,935-94.8% |