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 | $53,065 | $77,901-31.9% | $149,717-64.6% | $75,181-29.4% |
| Participation rate | 32.5% | 65.6%-33.1pp | 78.8%-46.3pp | 67.2%-34.7pp |
| Annual return | 15.43% | 31.73%-16.3pp | 134.41%-119.0pp | 160.69%-145.3pp |
| Employer contribution / active EE | $267 | $3,137-91.5% | $4,820-94.5% | $2,671-90.0% |
| Participant deferral / active EE | $2,244 | $3,411-34.2% | $5,682-60.5% | $4,126-45.6% |
| Admin fee / account holder | $404 | $5,949-93.2% | $13,213-96.9% | $5,650-92.9% |