Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $10,055 | $48,011-79.1% | $63,803-84.2% | $82,637-87.8% |
| Participation rate | 64.4% | 66.6%-2.2pp | 72.7%-8.3pp | 68.1%-3.6pp |
| Annual return | 53.54% | 19.84%+33.7pp | 543.72%-490.2pp | 53.51%0pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,814 | $2,846-1.1% | $3,843-26.8% | $4,126-31.8% |
| Admin fee / account holder | $1,420 | $3,873-63.3% | $5,196-72.7% | $7,339-80.6% |