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 | $13,231 | $29,736-55.5% | $56,033-76.4% | $80,935-83.7% |
| Participation rate | 5.0% | 41.7%-36.7pp | 52.5%-47.5pp | 67.7%-62.7pp |
| Annual return | 15.66% | 35.28%-19.6pp | 1711.38%-1695.7pp | 35.66%-20.0pp |
| Employer contribution / active EE | $63 | $671-90.6% | $1,041-94.0% | $2,757-97.7% |
| Participant deferral / active EE | $366 | $1,228-70.2% | $1,954-81.3% | $4,299-91.5% |
| Admin fee / account holder | $790 | $2,434-67.5% | $2,827-72.0% | $6,924-88.6% |