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 | $28,875 | $95,415-69.7% | $185,851-84.5% | $85,851-66.4% |
| Participation rate | 68.3% | 68.8%-0.5pp | 81.7%-13.4pp | 69.3%-1.0pp |
| Annual return | 12.53% | 23.59%-11.1pp | 122.11%-109.6pp | 318.63%-306.1pp |
| Employer contribution / active EE | $131 | $3,314-96.1% | $5,168-97.5% | $2,565-94.9% |
| Participant deferral / active EE | $2,239 | $3,424-34.6% | $5,569-59.8% | $3,952-43.3% |
| Admin fee / account holder | $1,483 | $7,215-79.5% | $16,245-90.9% | $6,261-76.3% |