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 | $17,917 | $53,128-66.3% | $86,582-79.3% | $70,126-74.5% |
| Participation rate | 34.8% | 65.3%-30.5pp | 73.5%-38.8pp | 69.5%-34.8pp |
| Annual return | 84.09% | 27.66%+56.4pp | 965.08%-881.0pp | 73.15%+10.9pp |
| Employer contribution / active EE | $214 | $2,068-89.6% | $2,839-92.5% | $2,343-90.9% |
| Participant deferral / active EE | $1,297 | $2,695-51.9% | $3,609-64.0% | $3,332-61.1% |
| Admin fee / account holder | $4,891 | $3,584+36.5% | $4,904-0.3% | $4,645+5.3% |