Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $102,043 | $107,363-5.0% | $92,909+9.8% | $152,897-33.3% |
| Participation rate | 68.2% | 79.8%-11.6pp | 76.0%-7.8pp | 82.5%-14.3pp |
| Annual return | 18.70% | 145.63%-126.9pp | 109.44%-90.7pp | 345.43%-326.7pp |
| Employer contribution / active EE | $182 | $4,222-95.7% | $3,653-95.0% | $4,764-96.2% |
| Participant deferral / active EE | $2,813 | $4,848-42.0% | $4,238-33.6% | $5,851-51.9% |
| Admin fee / account holder | $1,742 | $7,082-75.4% | $5,795-69.9% | $11,599-85.0% |