Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $5,045 | $29,733-83.0% | $56,025-91.0% | $80,959-93.8% |
| Participation rate | 42.1% | 41.7%+0.4pp | 52.5%-10.4pp | 67.7%-25.6pp |
| Annual return | 14.10% | 35.28%-21.2pp | 1712.69%-1698.6pp | 35.67%-21.6pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,687 | $1,229+118.6% | $1,955+37.5% | $4,300-37.5% |
| Admin fee / account holder | $929 | $2,434-61.8% | $2,828-67.2% | $6,925-86.6% |