Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $28,784 | $48,277-40.4% | $67,511-57.4% | $80,874-64.4% |
| Participation rate | 12.9% | 66.4%-53.5pp | 72.9%-60.0pp | 67.6%-54.7pp |
| Annual return | 60.77% | 18.27%+42.5pp | 3517.41%-3456.6pp | 35.62%+25.1pp |
| Employer contribution / active EE | $127 | $2,021-93.7% | $2,733-95.3% | $2,756-95.4% |
| Participant deferral / active EE | $1,380 | $2,926-52.8% | $4,000-65.5% | $4,297-67.9% |
| Admin fee / account holder | $755 | $3,687-79.5% | $3,999-81.1% | $6,935-89.1% |