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 | $14,533 | $81,358-82.1% | $155,556-90.7% | $80,959-82.0% |
| Participation rate | 23.7% | 66.3%-42.6pp | 78.2%-54.5pp | 67.7%-44.0pp |
| Annual return | 28.31% | 33.39%-5.1pp | 64.84%-36.5pp | 35.67%-7.4pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,429 | $3,455-58.7% | $5,631-74.6% | $4,300-66.8% |
| Admin fee / account holder | $572 | $7,994-92.8% | $15,885-96.4% | $6,925-91.7% |