Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $21,432 | $64,705-66.9% | $62,929-65.9% | $67,986-68.5% |
| Participation rate | 33.7% | 65.6%-31.9pp | 73.1%-39.4pp | 57.2%-23.5pp |
| Annual return | 16.33% | 20.31%-4.0pp | 1063.93%-1047.6pp | 31.67%-15.3pp |
| Employer contribution / active EE | $523 | $2,376-78.0% | $2,505-79.1% | $2,019-74.1% |
| Participant deferral / active EE | $1,573 | $3,198-50.8% | $3,888-59.5% | $3,358-53.2% |
| Admin fee / account holder | $695 | $1,428-51.4% | $5,065-86.3% | $3,203-78.3% |