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 | $9,190 | $27,243-66.3% | $52,425-82.5% | $79,634-88.5% |
| Participation rate | 9.7% | 22.4%-12.7pp | 55.6%-45.9pp | 62.5%-52.8pp |
| Annual return | 24.66% | 63.36%-38.7pp | 302.12%-277.5pp | 36.46%-11.8pp |
| Employer contribution / active EE | $0 | $319-100.0% | $914-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $425 | $636-33.1% | $1,790-76.2% | $3,835-88.9% |
| Admin fee / account holder | $1,844 | $2,105-12.4% | $2,495-26.1% | $1,002+84.0% |