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 | $61,837 | $91,559-32.5% | $133,971-53.8% | $79,852-22.6% |
| Participation rate | 63.3% | 73.3%-10.0pp | 79.8%-16.5pp | 69.6%-6.3pp |
| Annual return | 11.54% | 61.85%-50.3pp | 45.09%-33.6pp | 31.72%-20.2pp |
| Employer contribution / active EE | $283 | $2,384-88.1% | $3,919-92.8% | $2,471-88.5% |
| Participant deferral / active EE | $1,882 | $3,734-49.6% | $5,047-62.7% | $3,740-49.7% |
| Admin fee / account holder | $5,333 | $6,321-15.6% | $8,929-40.3% | $5,306+0.5% |