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 | $83,699 | $209,422-60.0% | $178,503-53.1% | $158,982-47.4% |
| Participation rate | 60.0% | 86.4%-26.4pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 15.10% | 188.81%-173.7pp | 151.12%-136.0pp | 302.99%-287.9pp |
| Employer contribution / active EE | $1,136 | $5,707-80.1% | $5,011-77.3% | $4,763-76.1% |
| Participant deferral / active EE | $2,823 | $5,955-52.6% | $5,202-45.7% | $5,983-52.8% |
| Admin fee / account holder | $1,575 | $17,079-90.8% | $13,987-88.7% | $11,252-86.0% |