Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $30,985 | $98,760-68.6% | $149,715-79.3% | $79,858-61.2% |
| Participation rate | 41.4% | 75.8%-34.4pp | 82.5%-41.1pp | 69.6%-28.3pp |
| Annual return | 20.47% | 27.43%-7.0pp | 276.66%-256.2pp | 31.72%-11.2pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,834 | $5,681-32.5% | $6,842-44.0% | $3,740+2.5% |
| Admin fee / account holder | $5,932 | $6,053-2.0% | $9,310-36.3% | $5,306+11.8% |