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 | $31,400 | $104,251-69.9% | $91,004-65.5% | $147,586-78.7% |
| Participation rate | 65.0% | 78.2%-13.2pp | 75.6%-10.6pp | 82.8%-17.8pp |
| Annual return | 38.45% | 27.06%+11.4pp | 4.60%+33.8pp | 578.59%-540.1pp |
| Employer contribution / active EE | $407 | $3,116-87.0% | $2,456-83.4% | $4,876-91.7% |
| Participant deferral / active EE | $2,550 | $4,195-39.2% | $3,548-28.1% | $5,439-53.1% |
| Admin fee / account holder | $404 | $8,948-95.5% | $5,417-92.5% | $10,886-96.3% |