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 | $25,040 | $166,242-84.9% | $165,071-84.8% | $145,884-82.8% |
| Participation rate | 57.1% | 82.0%-24.9pp | 78.6%-21.5pp | 80.3%-23.2pp |
| Annual return | 10.75% | 100.44%-89.7pp | 70.17%-59.4pp | 551.85%-541.1pp |
| Employer contribution / active EE | $664 | $5,283-87.4% | $4,347-84.7% | $4,662-85.8% |
| Participant deferral / active EE | $7,653 | $6,964+9.9% | $6,035+26.8% | $6,690+14.4% |
| Admin fee / account holder | $4,238 | $16,658-74.6% | $12,695-66.6% | $13,392-68.4% |