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 | $202,500 | $57,590+251.6% | $86,233+134.8% | $82,448+145.6% |
| Participation rate | 10.6% | 57.9%-47.3pp | 69.0%-58.4pp | 68.1%-57.5pp |
| Annual return | 13.87% | 22.41%-8.5pp | 61.39%-47.5pp | 41.64%-27.8pp |
| Employer contribution / active EE | $175 | $1,655-89.4% | $2,504-93.0% | $2,551-93.1% |
| Participant deferral / active EE | $900 | $3,080-70.8% | $4,559-80.3% | $4,139-78.3% |
| Admin fee / account holder | $904 | $4,730-80.9% | $8,342-89.2% | $7,234-87.5% |