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 | $32,464 | $59,006-45.0% | $97,260-66.6% | $74,459-56.4% |
| Participation rate | 33.3% | 63.7%-30.4pp | 72.7%-39.3pp | 67.2%-33.9pp |
| Annual return | 52.57% | 16.04%+36.5pp | 75.54%-23.0pp | 1369.70%-1317.1pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,721-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $4,959 | $3,671+35.1% | $4,262+16.4% | $4,350+14.0% |
| Admin fee / account holder | $7,601 | $1,974+285.1% | $5,640+34.8% | $1,945+290.9% |