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 | $121,050 | $108,942+11.1% | $100,415+20.5% | $145,897-17.0% |
| Participation rate | 55.6% | 83.0%-27.4pp | 81.5%-26.0pp | 80.3%-24.8pp |
| Annual return | 11.26% | 58.27%-47.0pp | 49.47%-38.2pp | 552.29%-541.0pp |
| Employer contribution / active EE | $170 | $4,422-96.2% | $3,943-95.7% | $4,663-96.4% |
| Participant deferral / active EE | $6,028 | $8,461-28.8% | $8,091-25.5% | $6,689-9.9% |
| Admin fee / account holder | $2,051 | $9,702-78.9% | $7,906-74.1% | $13,390-84.7% |