Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $43,897 | $102,595-57.2% | $94,057-53.3% | $154,746-71.6% |
| Participation rate | 57.1% | 76.0%-18.9pp | 73.3%-16.2pp | 80.7%-23.6pp |
| Annual return | 19.00% | 583.42%-564.4pp | 480.62%-461.6pp | 172.34%-153.3pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,827 | $5,118+13.9% | $4,709+23.7% | $6,730-13.4% |
| Admin fee / account holder | $6,195 | $7,736-19.9% | $7,244-14.5% | $14,365-56.9% |