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 | $56,013 | $61,125-8.4% | $94,057-40.4% | $87,485-36.0% |
| Participation rate | 15.9% | 64.1%-48.2pp | 73.3%-57.5pp | 68.9%-53.1pp |
| Annual return | 16.01% | 35.20%-19.2pp | 480.62%-464.6pp | 26.06%-10.0pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,580 | $3,260-51.5% | $4,709-66.4% | $4,274-63.0% |
| Admin fee / account holder | $2,712 | $5,629-51.8% | $7,244-62.6% | $7,775-65.1% |