Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $40,484 | $217,392-81.4% | $185,818-78.2% | $167,497-75.8% |
| Participation rate | 58.3% | 86.0%-27.7pp | 81.7%-23.4pp | 82.1%-23.8pp |
| Annual return | 19.76% | 148.37%-128.6pp | 122.06%-102.3pp | 478.62%-458.9pp |
| Employer contribution / active EE | $1,101 | $5,873-81.3% | $5,168-78.7% | $4,838-77.2% |
| Participant deferral / active EE | $5,451 | $6,357-14.2% | $5,568-2.1% | $6,341-14.0% |
| Admin fee / account holder | $2,294 | $19,813-88.4% | $16,239-85.9% | $12,310-81.4% |