Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $25,940 | $61,787-58.0% | $97,197-73.3% | $80,925-67.9% |
| Participation rate | 60.6% | 63.5%-2.9pp | 72.7%-12.1pp | 67.7%-7.1pp |
| Annual return | 17.44% | -558.16%+575.6pp | 75.47%-58.0pp | 35.65%-18.2pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,723-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,551 | $3,027+83.4% | $4,263+30.2% | $4,299+29.1% |
| Admin fee / account holder | $2,078 | $5,170-59.8% | $5,637-63.1% | $6,940-70.1% |