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 | $15,590 | $85,171-81.7% | $172,753-91.0% | $72,976-78.6% |
| Participation rate | 30.2% | 70.1%-39.9pp | 82.6%-52.4pp | 69.5%-39.3pp |
| Annual return | 18.89% | 27.32%-8.4pp | 803.00%-784.1pp | 81.02%-62.1pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $905 | $3,260-72.2% | $5,198-82.6% | $3,608-74.9% |
| Admin fee / account holder | $1,607 | $5,880-72.7% | $13,956-88.5% | $5,124-68.6% |