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 | $17,773 | $70,666-74.8% | $169,385-89.5% | $75,181-76.4% |
| Participation rate | 48.1% | 64.8%-16.6pp | 77.2%-29.0pp | 67.2%-19.1pp |
| Annual return | 18.36% | 36.37%-18.0pp | 405.82%-387.5pp | 160.69%-142.3pp |
| Employer contribution / active EE | $0 | $2,210-100.0% | $4,012-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,743 | $4,308-59.6% | $6,221-72.0% | $4,126-57.8% |
| Admin fee / account holder | $1,223 | $5,402-77.4% | $9,011-86.4% | $5,650-78.4% |