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 | $46,837 | $118,877-60.6% | $96,570-51.5% | $167,536-72.0% |
| Participation rate | 26.7% | 75.5%-48.8pp | 69.8%-43.2pp | 82.1%-55.4pp |
| Annual return | 10.78% | 50.50%-39.7pp | 37.79%-27.0pp | 478.82%-468.0pp |
| Employer contribution / active EE | $201 | $3,121-93.6% | $2,357-91.5% | $4,839-95.9% |
| Participant deferral / active EE | $1,346 | $4,617-70.8% | $3,849-65.0% | $6,342-78.8% |
| Admin fee / account holder | $750 | $8,069-90.7% | $6,182-87.9% | $12,315-93.9% |