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 | $60,378 | $81,208-25.7% | $98,920-39.0% | $79,856-24.4% |
| Participation rate | 40.0% | 72.5%-32.5pp | 76.0%-36.0pp | 69.6%-29.6pp |
| Annual return | 12.84% | 60.99%-48.2pp | 196.47%-183.6pp | 31.71%-18.9pp |
| Employer contribution / active EE | $67 | $1,960-96.6% | $2,689-97.5% | $2,471-97.3% |
| Participant deferral / active EE | $1,759 | $3,265-46.1% | $4,245-58.6% | $3,741-53.0% |
| Admin fee / account holder | $6,591 | $6,013+9.6% | $6,643-0.8% | $5,306+24.2% |