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 | $72,845 | $102,385-28.9% | $147,080-50.5% | $80,935-10.0% |
| Participation rate | 28.6% | 75.9%-47.3pp | 82.2%-53.6pp | 67.7%-39.1pp |
| Annual return | 21.04% | 135.09%-114.0pp | 420.17%-399.1pp | 35.66%-14.6pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,884 | $6,651-41.6% | $8,066-51.8% | $4,299-9.7% |
| Admin fee / account holder | $616 | $7,951-92.3% | $12,989-95.3% | $6,924-91.1% |