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 | $112,770 | $102,385+10.1% | $147,080-23.3% | $80,935+39.3% |
| Participation rate | 41.2% | 75.9%-34.7pp | 82.2%-41.0pp | 67.7%-26.5pp |
| Annual return | 12.52% | 135.09%-122.6pp | 420.17%-407.6pp | 35.66%-23.1pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,357 | $6,651-64.6% | $8,066-70.8% | $4,299-45.2% |
| Admin fee / account holder | $367 | $7,951-95.4% | $12,989-97.2% | $6,924-94.7% |