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 | $13,401 | $90,489-85.2% | $76,051-82.4% | $145,978-90.8% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | 10.93% | 622.78%-611.8pp | 360.42%-349.5pp | 550.52%-539.6pp |
| Employer contribution / active EE | $440 | $3,319-86.7% | $2,690-83.6% | $4,662-90.6% |
| Participant deferral / active EE | $1,399 | $5,164-72.9% | $4,257-67.1% | $6,690-79.1% |
| Admin fee / account holder | $774 | $8,374-90.8% | $6,416-87.9% | $13,400-94.2% |