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 | $91,183 | $148,582-38.6% | $135,942-32.9% | $139,456-34.6% |
| Participation rate | 68.4% | 83.9%-15.4pp | 81.9%-13.5pp | 80.3%-11.9pp |
| Annual return | 20.21% | 79.26%-59.0pp | 68.28%-48.1pp | 373.45%-353.2pp |
| Employer contribution / active EE | $628 | $5,245-88.0% | $4,858-87.1% | $4,753-86.8% |
| Participant deferral / active EE | $5,564 | $8,101-31.3% | $7,759-28.3% | $6,711-17.1% |
| Admin fee / account holder | $835 | $12,402-93.3% | $10,764-92.2% | $11,407-92.7% |