Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $20,091 | $71,215-71.8% | $93,696-78.6% | $80,935-75.2% |
| Participation rate | 44.7% | 60.4%-15.7pp | 68.7%-24.0pp | 67.7%-23.0pp |
| Annual return | 13.23% | 11.27%+2.0pp | 133.74%-120.5pp | 35.66%-22.4pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,501 | $4,037-13.3% | $4,417-20.7% | $4,299-18.6% |
| Admin fee / account holder | $586 | $6,958-91.6% | $8,287-92.9% | $6,924-91.5% |