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 | $29,670-55.4% | $56,054-76.4% | $80,911-83.6% |
| Participation rate | 5.0% | 41.7%-36.7pp | 52.5%-47.5pp | 67.6%-62.6pp |
| Annual return | 15.66% | 35.24%-19.6pp | 1705.95%-1690.3pp | 35.63%-20.0pp |
| Employer contribution / active EE | $63 | $670-90.6% | $1,039-94.0% | $2,756-97.7% |
| Participant deferral / active EE | $366 | $1,227-70.2% | $1,952-81.3% | $4,297-91.5% |
| Admin fee / account holder | $790 | $2,431-67.5% | $2,822-72.0% | $6,935-88.6% |