Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $22,267 | $70,366-68.4% | $66,674-66.6% | $138,895-84.0% |
| Participation rate | 54.5% | 76.2%-21.6pp | 73.7%-19.1pp | 79.9%-25.4pp |
| Annual return | 16.39% | 386.41%-370.0pp | 321.24%-304.9pp | 145.39%-129.0pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,128 | $4,374-5.6% | $4,084+1.1% | $6,396-35.5% |
| Admin fee / account holder | $440 | $5,262-91.6% | $5,098-91.4% | $12,562-96.5% |