Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $16,922 | $95,415-82.3% | $185,851-90.9% | $85,851-80.3% |
| Participation rate | 33.3% | 68.8%-35.4pp | 81.7%-48.4pp | 69.3%-36.0pp |
| Annual return | 16.24% | 23.59%-7.3pp | 122.11%-105.9pp | 318.63%-302.4pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,874 | $3,424+13.2% | $5,569-30.4% | $3,952-2.0% |
| Admin fee / account holder | $1,069 | $7,215-85.2% | $16,245-93.4% | $6,261-82.9% |