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 | $31,680 | $85,766-63.1% | $136,298-76.8% | $70,126-54.8% |
| Participation rate | 63.9% | 74.2%-10.3pp | 81.9%-18.0pp | 69.5%-5.7pp |
| Annual return | 18.76% | 31.46%-12.7pp | 5156.27%-5137.5pp | 73.15%-54.4pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $7,102 | $5,051+40.6% | $6,247+13.7% | $3,332+113.2% |
| Admin fee / account holder | $8,638 | $5,421+59.4% | $9,244-6.6% | $4,645+85.9% |