Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $19,350 | $48,011-59.7% | $63,803-69.7% | $82,637-76.6% |
| Participation rate | 68.8% | 66.6%+2.2pp | 72.7%-4.0pp | 68.1%+0.7pp |
| Annual return | 16.88% | 19.84%-3.0pp | 543.72%-526.8pp | 53.51%-36.6pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,926 | $2,846+2.8% | $3,843-23.9% | $4,126-29.1% |
| Admin fee / account holder | $442 | $3,873-88.6% | $5,196-91.5% | $7,339-94.0% |