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 | $24,045 | $97,729-75.4% | $83,830-71.3% | $135,379-82.2% |
| Participation rate | 68.8% | 80.0%-11.2pp | 76.1%-7.4pp | 82.6%-13.9pp |
| Annual return | 6.01% | 1287.52%-1281.5pp | 850.97%-845.0pp | 519.79%-513.8pp |
| Employer contribution / active EE | $75 | $4,222-98.2% | $3,631-97.9% | $4,779-98.4% |
| Participant deferral / active EE | $1,660 | $4,683-64.6% | $4,082-59.3% | $5,609-70.4% |
| Admin fee / account holder | $498 | $6,674-92.5% | $5,479-90.9% | $10,828-95.4% |