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 | $15,814 | $60,442-73.8% | $96,754-83.7% | $87,485-81.9% |
| Participation rate | 21.9% | 58.7%-36.8pp | 70.3%-48.4pp | 68.9%-47.1pp |
| Annual return | 18.18% | 21.97%-3.8pp | 82.04%-63.9pp | 26.06%-7.9pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $936 | $3,280-71.5% | $4,758-80.3% | $4,274-78.1% |
| Admin fee / account holder | $2,053 | $5,069-59.5% | $8,905-76.9% | $7,775-73.6% |