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 | $16,019 | $29,716-46.1% | $56,077-71.4% | $80,925-80.2% |
| Participation rate | 20.7% | 41.7%-21.0pp | 52.5%-31.8pp | 67.7%-47.0pp |
| Annual return | 47.03% | 35.30%+11.7pp | 1709.28%-1662.3pp | 35.65%+11.4pp |
| Employer contribution / active EE | $33 | $671-95.1% | $1,040-96.8% | $2,756-98.8% |
| Participant deferral / active EE | $1,232 | $1,228+0.3% | $1,954-36.9% | $4,299-71.3% |
| Admin fee / account holder | $1,366 | $2,432-43.8% | $2,825-51.6% | $6,940-80.3% |