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 | $6,903 | $29,051-76.2% | $52,425-86.8% | $67,986-89.8% |
| Participation rate | 35.7% | 30.4%+5.3pp | 55.6%-19.9pp | 57.2%-21.5pp |
| Annual return | 304.41% | 24.00%+280.4pp | 302.12%+2.3pp | 31.67%+272.7pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $893 | $873+2.3% | $1,790-50.1% | $3,358-73.4% |
| Admin fee / account holder | $806 | $2,113-61.9% | $2,495-67.7% | $3,203-74.8% |