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 | $42,997 | $89,225-51.8% | $133,698-67.8% | $74,478-42.3% |
| Participation rate | 42.3% | 69.4%-27.1pp | 76.4%-34.1pp | 67.2%-24.9pp |
| Annual return | 10.94% | 22.76%-11.8pp | 580.90%-570.0pp | 1370.56%-1359.6pp |
| Employer contribution / active EE | $0 | $2,816-100.0% | $4,218-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,564 | $4,597-44.2% | $7,016-63.5% | $4,350-41.1% |
| Admin fee / account holder | $5,043 | $1,545+226.4% | $6,703-24.8% | $1,946+159.2% |