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 | $135,687 | $111,787+21.4% | $93,681+44.8% | $145,978-7.0% |
| Participation rate | 55.0% | 74.2%-19.2pp | 68.7%-13.7pp | 80.3%-25.3pp |
| Annual return | 12.69% | 203.52%-190.8pp | 133.47%-120.8pp | 550.52%-537.8pp |
| Employer contribution / active EE | $708 | $3,093-77.1% | $2,422-70.8% | $4,662-84.8% |
| Participant deferral / active EE | $1,096 | $4,918-77.7% | $4,415-75.2% | $6,690-83.6% |
| Admin fee / account holder | $8,817 | $10,256-14.0% | $8,290+6.4% | $13,400-34.2% |