Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $13,822 | $106,267-87.0% | $96,520-85.7% | $139,456-90.1% |
| Participation rate | 55.6% | 77.8%-22.3pp | 74.3%-18.8pp | 80.3%-24.8pp |
| Annual return | 232.62% | 38.45%+194.2pp | 35.72%+196.9pp | 373.45%-140.8pp |
| Employer contribution / active EE | $715 | $4,105-82.6% | $3,739-80.9% | $4,753-84.9% |
| Participant deferral / active EE | $2,135 | $5,454-60.9% | $4,879-56.2% | $6,711-68.2% |
| Admin fee / account holder | $1,530 | $7,882-80.6% | $6,733-77.3% | $11,407-86.6% |