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 | $32,670 | $134,817-75.8% | $123,973-73.6% | $155,188-78.9% |
| Participation rate | 47.6% | 79.4%-31.8pp | 76.7%-29.0pp | 80.8%-33.2pp |
| Annual return | 15.46% | 515.49%-500.0pp | 388.13%-372.7pp | 148.84%-133.4pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,767 | $5,706-16.5% | $5,247-9.1% | $6,531-27.0% |
| Admin fee / account holder | $2,714 | $13,245-79.5% | $11,799-77.0% | $14,480-81.3% |