Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $38,275 | $58,275-34.3% | $81,844-53.2% | $80,935-52.7% |
| Participation rate | 27.1% | 63.5%-36.4pp | 72.4%-45.3pp | 67.7%-40.6pp |
| Annual return | 11.62% | 41.82%-30.2pp | 778.87%-767.3pp | 35.66%-24.0pp |
| Employer contribution / active EE | $206 | $2,346-91.2% | $2,916-92.9% | $2,757-92.5% |
| Participant deferral / active EE | $1,273 | $3,285-61.3% | $4,323-70.6% | $4,299-70.4% |
| Admin fee / account holder | $1,585 | $4,749-66.6% | $7,355-78.5% | $6,924-77.1% |