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 | $48,224 | $124,980-61.4% | $108,359-55.5% | $154,746-68.8% |
| Participation rate | 41.2% | 75.2%-34.0pp | 70.1%-28.9pp | 80.7%-39.5pp |
| Annual return | 10.12% | 45.00%-34.9pp | 36.89%-26.8pp | 172.34%-162.2pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,858 | $4,743+2.4% | $4,137+17.4% | $6,730-27.8% |
| Admin fee / account holder | $1,619 | $11,502-85.9% | $9,741-83.4% | $14,365-88.7% |