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 | $44,448 | $118,869-62.6% | $96,575-54.0% | $167,518-73.5% |
| Participation rate | 28.6% | 75.5%-46.9pp | 69.8%-41.2pp | 82.1%-53.5pp |
| Annual return | 8.45% | 50.49%-42.0pp | 37.79%-29.3pp | 478.71%-470.3pp |
| Employer contribution / active EE | $0 | $3,120-100.0% | $2,357-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,425 | $4,616-69.1% | $3,849-63.0% | $6,342-77.5% |
| Admin fee / account holder | $1,009 | $8,067-87.5% | $6,182-83.7% | $12,312-91.8% |