Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $18,930 | $75,962-75.1% | $154,111-87.7% | $64,173-70.5% |
| Participation rate | 27.1% | 70.4%-43.3pp | 83.0%-55.9pp | 69.6%-42.4pp |
| Annual return | -5.90% | 30.32%-36.2pp | 735.18%-741.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $250 | $3,350-92.5% | $5,298-95.3% | $2,381-89.5% |
| Participant deferral / active EE | $993 | $3,175-68.7% | $5,081-80.5% | $3,470-71.4% |
| Admin fee / account holder | $2,385 | $5,589-57.3% | $13,411-82.2% | $4,887-51.2% |