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 | $44,157 | $101,591-56.5% | $147,096-70.0% | $74,429-40.7% |
| Participation rate | 20.5% | 75.5%-55.0pp | 82.2%-61.7pp | 67.2%-46.7pp |
| Annual return | 15.10% | 8746.45%-8731.4pp | 419.75%-404.6pp | 1368.38%-1353.3pp |
| Employer contribution / active EE | $2 | $3,813-100.0% | $4,936-100.0% | $2,625-99.9% |
| Participant deferral / active EE | $3,662 | $7,302-49.8% | $8,071-54.6% | $4,348-15.8% |
| Admin fee / account holder | $9,962 | $1,750+469.2% | $13,005-23.4% | $1,944+412.3% |