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 | $54,946 | $105,284-47.8% | $150,734-63.5% | $94,015-41.6% |
| Participation rate | 39.7% | 71.7%-32.1pp | 78.4%-38.8pp | 70.8%-31.2pp |
| Annual return | 15.62% | 15.67%-0.1pp | 600.81%-585.2pp | 17.84%-2.2pp |
| Employer contribution / active EE | $536 | $3,599-85.1% | $4,918-89.1% | $2,790-80.8% |
| Participant deferral / active EE | $2,921 | $4,274-31.7% | $5,610-47.9% | $4,249-31.3% |
| Admin fee / account holder | $6,874 | $9,839-30.1% | $14,905-53.9% | $8,951-23.2% |