Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $48,492 | $45,109+7.5% | $85,187-43.1% | $77,736-37.6% |
| Participation rate | 9.5% | 48.7%-39.1pp | 67.5%-58.0pp | 70.6%-61.0pp |
| Annual return | 12.57% | 79.55%-67.0pp | 66.67%-54.1pp | 31.26%-18.7pp |
| Employer contribution / active EE | $81 | $1,602-95.0% | $2,732-97.0% | $2,728-97.0% |
| Participant deferral / active EE | $513 | $2,814-81.8% | $4,525-88.7% | $4,651-89.0% |
| Admin fee / account holder | $6,225 | $915+580.4% | $6,162+1.0% | $433+1336.6% |