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 | $36,905 | $90,170-59.1% | $150,734-75.5% | $69,733-47.1% |
| Participation rate | 12.3% | 60.2%-47.9pp | 78.4%-66.1pp | 62.5%-50.2pp |
| Annual return | 19.43% | 16.56%+2.9pp | 600.81%-581.4pp | 15.22%+4.2pp |
| Employer contribution / active EE | $164 | $3,428-95.2% | $4,918-96.7% | $2,250-92.7% |
| Participant deferral / active EE | $1,423 | $3,086-53.9% | $5,610-74.6% | $3,054-53.4% |
| Admin fee / account holder | $11,471 | $4,600+149.4% | $14,905-23.0% | $3,102+269.8% |