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.
Participant 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 | $140,476 | $98,766+42.2% | $149,730-6.2% | $79,852+75.9% |
| Participation rate | 28.9% | 75.8%-46.8pp | 82.5%-53.5pp | 69.6%-40.7pp |
| Annual return | 13.59% | 27.43%-13.8pp | 276.70%-263.1pp | 31.72%-18.1pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,884 | $5,681-66.8% | $6,843-72.5% | $3,740-49.6% |
| Admin fee / account holder | $2,894 | $6,052-52.2% | $9,310-68.9% | $5,306-45.5% |