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 | $27,094 | $65,191-58.4% | $90,312-70.0% | $65,191-58.4% |
| Participation rate | 16.1% | 63.0%-46.9pp | 72.9%-56.8pp | 63.0%-46.9pp |
| Annual return | 14.24% | 51.24%-37.0pp | 18.90%-4.7pp | 51.24%-37.0pp |
| Employer contribution / active EE | $207 | $2,400-91.4% | $2,243-90.8% | $2,400-91.4% |
| Participant deferral / active EE | $859 | $2,671-67.9% | $3,749-77.1% | $2,671-67.9% |
| Admin fee / account holder | $3,095 | $907+241.3% | $8,248-62.5% | $907+241.3% |