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 | $21,675 | $48,570-55.4% | $130,660-83.4% | $72,976-70.3% |
| Participation rate | 35.1% | 58.6%-23.4pp | 71.7%-36.6pp | 69.5%-34.4pp |
| Annual return | 24.83% | 38.63%-13.8pp | 1709.29%-1684.5pp | 81.02%-56.2pp |
| Employer contribution / active EE | $139 | $1,334-89.6% | $4,092-96.6% | $2,440-94.3% |
| Participant deferral / active EE | $2,448 | $2,384+2.7% | $3,603-32.0% | $3,608-32.1% |
| Admin fee / account holder | $651 | $3,549-81.7% | $5,463-88.1% | $5,124-87.3% |