Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $12,664 | $48,011-73.6% | $63,803-80.2% | $82,637-84.7% |
| Participation rate | 38.6% | 66.6%-27.9pp | 72.7%-34.1pp | 68.1%-29.4pp |
| Annual return | 22.26% | 19.84%+2.4pp | 543.72%-521.5pp | 53.51%-31.2pp |
| Employer contribution / active EE | $232 | $1,904-87.8% | $2,532-90.8% | $2,552-90.9% |
| Participant deferral / active EE | $943 | $2,846-66.9% | $3,843-75.5% | $4,126-77.1% |
| Admin fee / account holder | $1,250 | $3,873-67.7% | $5,196-76.0% | $7,339-83.0% |