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 | $19,572 | $52,450-62.7% | $129,384-84.9% | $74,459-73.7% |
| Participation rate | 23.6% | 53.8%-30.2pp | 69.6%-46.0pp | 67.2%-43.6pp |
| Annual return | 25.30% | 15.65%+9.7pp | 9461.77%-9436.5pp | 1369.70%-1344.4pp |
| Employer contribution / active EE | $0 | $1,532-100.0% | $4,153-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,842 | $2,797-34.2% | $4,166-55.8% | $4,350-57.7% |
| Admin fee / account holder | $615 | $2,636-76.7% | $7,686-92.0% | $1,945-68.4% |