Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $83,770 | $155,555-46.1% | $146,866-43.0% | $155,188-46.0% |
| Participation rate | 12.5% | 84.0%-71.5pp | 82.5%-70.0pp | 80.8%-68.3pp |
| Annual return | 20.32% | 115.41%-95.1pp | 102.85%-82.5pp | 148.84%-128.5pp |
| Employer contribution / active EE | $505 | $4,647-89.1% | $4,425-88.6% | $4,248-88.1% |
| Participant deferral / active EE | $3,935 | $8,044-51.1% | $7,759-49.3% | $6,531-39.8% |
| Admin fee / account holder | $865 | $14,755-94.1% | $13,620-93.6% | $14,480-94.0% |