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 | $208,790 | $58,234+258.5% | $81,783+155.3% | $80,874+158.2% |
| Participation rate | 20.0% | 63.4%-43.4pp | 72.4%-52.4pp | 67.6%-47.6pp |
| Annual return | 15.47% | 41.70%-26.2pp | 775.05%-759.6pp | 35.62%-20.1pp |
| Employer contribution / active EE | $0 | $2,341-100.0% | $2,913-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $891 | $3,283-72.9% | $4,320-79.4% | $4,297-79.3% |
| Admin fee / account holder | $44,084 | $4,982+784.9% | $7,380+497.4% | $6,935+535.7% |