Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $217,721 | $111,535+95.2% | $105,223+106.9% | $137,256+58.6% |
| Participation rate | 8.3% | 78.1%-69.8pp | 75.0%-66.7pp | 80.0%-71.6pp |
| Annual return | 16.83% | 237.85%-221.0pp | 180.65%-163.8pp | 220.34%-203.5pp |
| Employer contribution / active EE | $347 | $3,939-91.2% | $3,689-90.6% | $4,156-91.7% |
| Participant deferral / active EE | $2,081 | $5,500-62.2% | $5,072-59.0% | $6,407-67.5% |
| Admin fee / account holder | $4,201 | $9,721-56.8% | $8,859-52.6% | $12,270-65.8% |