Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $22,152 | $51,096-56.6% | $100,712-78.0% | $71,012-68.8% |
| Participation rate | 14.6% | 47.0%-32.4pp | 69.3%-54.7pp | 58.6%-43.9pp |
| Annual return | 104.76% | 16.42%+88.3pp | 33.27%+71.5pp | 37.67%+67.1pp |
| Employer contribution / active EE | $0 | $1,127-100.0% | $2,313-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $733 | $1,937-62.2% | $4,085-82.1% | $3,246-77.4% |
| Admin fee / account holder | $2,483 | $2,179+13.9% | $9,256-73.2% | $1,167+112.7% |