Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $16,474 | $202,460-91.9% | $169,385-90.3% | $139,456-88.2% |
| Participation rate | 15.8% | 81.1%-65.3pp | 77.2%-61.4pp | 80.3%-64.5pp |
| Annual return | 48.54% | 532.07%-483.5pp | 405.82%-357.3pp | 373.45%-324.9pp |
| Employer contribution / active EE | $305 | $4,691-93.5% | $4,012-92.4% | $4,753-93.6% |
| Participant deferral / active EE | $1,893 | $6,938-72.7% | $6,221-69.6% | $6,711-71.8% |
| Admin fee / account holder | $1,909 | $10,719-82.2% | $9,011-78.8% | $11,407-83.3% |