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 | $51,015 | $100,262-49.1% | $81,370-37.3% | $145,897-65.0% |
| Participation rate | 15.4% | 74.3%-58.9pp | 69.5%-54.2pp | 80.3%-64.9pp |
| Annual return | 11.82% | 34.52%-22.7pp | 24.85%-13.0pp | 552.29%-540.5pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,114 | $4,612-32.5% | $3,885-19.9% | $6,689-53.5% |
| Admin fee / account holder | $1,428 | $8,163-82.5% | $5,749-75.2% | $13,390-89.3% |