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 | $136,646 | $126,519+8.0% | $106,201+28.7% | $145,959-6.4% |
| Participation rate | 33.3% | 77.7%-44.3pp | 75.3%-42.0pp | 80.3%-47.0pp |
| Annual return | 11.82% | 225.10%-213.3pp | 116.26%-104.4pp | 561.95%-550.1pp |
| Employer contribution / active EE | $185 | $3,726-95.0% | $3,170-94.2% | $4,661-96.0% |
| Participant deferral / active EE | $2,649 | $5,716-53.7% | $5,012-47.2% | $6,689-60.4% |
| Admin fee / account holder | $2,500 | $17,312-85.6% | $11,039-77.4% | $13,398-81.3% |