Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $20,467 | $58,275-64.9% | $81,844-75.0% | $80,935-74.7% |
| Participation rate | 19.8% | 63.5%-43.7pp | 72.4%-52.6pp | 67.7%-47.9pp |
| Annual return | 12.62% | 41.82%-29.2pp | 778.87%-766.3pp | 35.66%-23.0pp |
| Employer contribution / active EE | $229 | $2,346-90.2% | $2,916-92.1% | $2,757-91.7% |
| Participant deferral / active EE | $835 | $3,285-74.6% | $4,323-80.7% | $4,299-80.6% |
| Admin fee / account holder | $2,778 | $4,749-41.5% | $7,355-62.2% | $6,924-59.9% |