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 | $46,758 | $208,088-77.5% | $186,193-74.9% | $154,746-69.8% |
| Participation rate | 52.9% | 80.0%-27.1pp | 77.1%-24.2pp | 80.7%-27.8pp |
| Annual return | 16.47% | 89.97%-73.5pp | 78.03%-61.6pp | 172.34%-155.9pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,292 | $7,078-67.6% | $6,513-64.8% | $6,730-65.9% |
| Admin fee / account holder | $5,880 | $11,698-49.7% | $11,058-46.8% | $14,365-59.1% |