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 | $14,217 | $29,670-52.1% | $56,054-74.6% | $80,911-82.4% |
| Participation rate | 21.4% | 41.7%-20.2pp | 52.5%-31.1pp | 67.6%-46.2pp |
| Annual return | 11.17% | 35.24%-24.1pp | 1705.95%-1694.8pp | 35.63%-24.5pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,138 | $1,227-7.2% | $1,952-41.7% | $4,297-73.5% |
| Admin fee / account holder | $721 | $2,431-70.3% | $2,822-74.4% | $6,935-89.6% |