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 | $12,326 | $23,330-47.2% | $64,489-80.9% | $82,448-85.1% |
| Participation rate | 35.7% | 68.3%-32.6pp | 67.7%-32.0pp | 68.1%-32.4pp |
| Annual return | 23.58% | 83.66%-60.1pp | 55.03%-31.4pp | 41.64%-18.1pp |
| Employer contribution / active EE | $0 | $824-100.0% | $1,523-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,226 | $1,707+30.4% | $2,778-19.9% | $4,139-46.2% |
| Admin fee / account holder | $746 | $2,946-74.7% | $4,260-82.5% | $7,234-89.7% |