Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $21,577 | $58,311-63.0% | $81,882-73.6% | $80,959-73.3% |
| Participation rate | 22.1% | 63.5%-41.4pp | 72.4%-50.3pp | 67.7%-45.6pp |
| Annual return | 11.75% | 41.85%-30.1pp | 779.47%-767.7pp | 35.67%-23.9pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,156 | $3,287-64.8% | $4,323-73.3% | $4,300-73.1% |
| Admin fee / account holder | $987 | $4,752-79.2% | $7,360-86.6% | $6,925-85.7% |