Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $36,780 | $61,787-40.5% | $97,197-62.2% | $80,925-54.6% |
| Participation rate | 64.3% | 63.5%+0.8pp | 72.7%-8.4pp | 67.7%-3.4pp |
| Annual return | 35.72% | -558.16%+593.9pp | 75.47%-39.8pp | 35.65%+0.1pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,723-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,807 | $3,027+124.8% | $4,263+59.7% | $4,299+58.3% |
| Admin fee / account holder | $335 | $5,170-93.5% | $5,637-94.1% | $6,940-95.2% |