Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $51,397 | $126,113-59.2% | $116,096-55.7% | $155,188-66.9% |
| Participation rate | 46.2% | 75.1%-29.0pp | 73.3%-27.2pp | 80.8%-34.6pp |
| Annual return | 16.21% | 391.72%-375.5pp | 326.25%-310.0pp | 148.84%-132.6pp |
| Employer contribution / active EE | $0 | $2,672-100.0% | $2,503-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,278 | $4,162-45.3% | $3,952-42.4% | $6,531-65.1% |
| Admin fee / account holder | $5,893 | $8,045-26.7% | $7,704-23.5% | $14,480-59.3% |