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 | $49,430 | $49,896-0.9% | $80,627-38.7% | $75,173-34.2% |
| Participation rate | 23.1% | 55.3%-32.2pp | 67.0%-43.9pp | 67.2%-44.1pp |
| Annual return | 22.74% | 34.67%-11.9pp | 936.76%-914.0pp | 160.72%-138.0pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,723-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,065 | $2,992-31.0% | $4,443-53.5% | $4,126-50.0% |
| Admin fee / account holder | $565 | $3,578-84.2% | $5,381-89.5% | $5,651-90.0% |