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 | $51,797 | $89,370-42.0% | $141,197-63.3% | $72,976-29.0% |
| Participation rate | 52.3% | 75.1%-22.9pp | 82.5%-30.2pp | 69.5%-17.2pp |
| Annual return | 19.83% | 111.88%-92.0pp | 71.41%-51.6pp | 81.02%-61.2pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $7,877 | $5,419+45.4% | $6,710+17.4% | $3,608+118.3% |
| Admin fee / account holder | $9,069 | $5,957+52.2% | $10,265-11.6% | $5,124+77.0% |