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 | $71,097 | $58,241+22.1% | $81,780-13.1% | $80,911-12.1% |
| Participation rate | 17.9% | 63.4%-45.6pp | 72.4%-54.5pp | 67.6%-49.8pp |
| Annual return | 18.64% | 41.73%-23.1pp | 776.27%-757.6pp | 35.63%-17.0pp |
| Employer contribution / active EE | $270 | $2,343-88.5% | $2,914-90.7% | $2,756-90.2% |
| Participant deferral / active EE | $831 | $3,283-74.7% | $4,321-80.8% | $4,297-80.7% |
| Admin fee / account holder | $699 | $4,973-86.0% | $7,384-90.5% | $6,935-89.9% |