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 | $35,698 | $29,670+20.3% | $56,054-36.3% | $80,911-55.9% |
| Participation rate | 32.6% | 41.7%-9.1pp | 52.5%-19.9pp | 67.6%-35.1pp |
| Annual return | 19.34% | 35.24%-15.9pp | 1705.95%-1686.6pp | 35.63%-16.3pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,240 | $1,227+82.6% | $1,952+14.8% | $4,297-47.9% |
| Admin fee / account holder | $1,074 | $2,431-55.8% | $2,822-62.0% | $6,935-84.5% |