Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $29,249 | $111,878-73.9% | $93,727-68.8% | $145,897-80.0% |
| Participation rate | 63.6% | 74.2%-10.6pp | 68.7%-5.1pp | 80.3%-16.7pp |
| Annual return | 10.32% | 204.28%-194.0pp | 133.83%-123.5pp | 552.29%-542.0pp |
| Employer contribution / active EE | $167 | $3,092-94.6% | $2,421-93.1% | $4,663-96.4% |
| Participant deferral / active EE | $3,635 | $4,920-26.1% | $4,417-17.7% | $6,689-45.7% |
| Admin fee / account holder | $16,653 | $10,256+62.4% | $8,292+100.8% | $13,390+24.4% |