Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $26,073 | $63,346-58.8% | $92,240-71.7% | $70,126-62.8% |
| Participation rate | 32.1% | 68.7%-36.5pp | 76.5%-44.3pp | 69.5%-37.4pp |
| Annual return | 17.65% | 530.19%-512.5pp | 176.29%-158.6pp | 73.15%-55.5pp |
| Employer contribution / active EE | $210 | $2,471-91.5% | $3,680-94.3% | $2,343-91.0% |
| Participant deferral / active EE | $1,198 | $2,854-58.0% | $3,897-69.3% | $3,332-64.0% |
| Admin fee / account holder | $2,708 | $3,841-29.5% | $5,194-47.9% | $4,645-41.7% |