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 | $53,259 | $57,305-7.1% | $86,640-38.5% | $75,173-29.2% |
| Participation rate | 21.4% | 63.2%-41.8pp | 71.7%-50.3pp | 67.2%-45.8pp |
| Annual return | 16.99% | 2674.24%-2657.2pp | 592.52%-575.5pp | 160.72%-143.7pp |
| Employer contribution / active EE | $125 | $2,316-94.6% | $3,024-95.9% | $2,671-95.3% |
| Participant deferral / active EE | $1,220 | $3,320-63.2% | $4,438-72.5% | $4,126-70.4% |
| Admin fee / account holder | $11,756 | $4,116+185.6% | $5,616+109.3% | $5,651+108.0% |