Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $17,004 | $55,470-69.3% | $155,556-89.1% | $74,478-77.2% |
| Participation rate | 33.5% | 61.9%-28.4pp | 78.2%-44.7pp | 67.2%-33.7pp |
| Annual return | 14.94% | 269.80%-254.9pp | 64.84%-49.9pp | 1370.56%-1355.6pp |
| Employer contribution / active EE | $138 | $2,267-93.9% | $4,675-97.0% | $2,626-94.7% |
| Participant deferral / active EE | $1,156 | $2,838-59.3% | $5,631-79.5% | $4,350-73.4% |
| Admin fee / account holder | $805 | $1,744-53.9% | $15,885-94.9% | $1,946-58.6% |