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 | $58,794 | $38,365+53.2% | $84,637-30.5% | $65,186-9.8% |
| Participation rate | 21.8% | 55.7%-33.8pp | 68.2%-46.4pp | 70.2%-48.4pp |
| Annual return | 22.64% | 32.00%-9.4pp | 258.82%-236.2pp | 29.39%-6.7pp |
| Employer contribution / active EE | $0 | $1,258-100.0% | $2,653-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $976 | $2,278-57.2% | $3,900-75.0% | $3,514-72.2% |
| Admin fee / account holder | $3,296 | $451+630.3% | $4,914-32.9% | $847+289.0% |