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 | $64,467 | $101,591-36.5% | $147,096-56.2% | $74,429-13.4% |
| Participation rate | 43.1% | 75.5%-32.4pp | 82.2%-39.0pp | 67.2%-24.1pp |
| Annual return | 17.00% | 8746.45%-8729.4pp | 419.75%-402.7pp | 1368.38%-1351.4pp |
| Employer contribution / active EE | $672 | $3,813-82.4% | $4,936-86.4% | $2,625-74.4% |
| Participant deferral / active EE | $3,550 | $7,302-51.4% | $8,071-56.0% | $4,348-18.4% |
| Admin fee / account holder | $3,493 | $1,750+99.6% | $13,005-73.1% | $1,944+79.7% |