Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $137,671 | $106,247+29.6% | $96,515+42.6% | $139,466-1.3% |
| Participation rate | 33.3% | 77.8%-44.5pp | 74.3%-41.0pp | 80.3%-47.0pp |
| Annual return | 19.35% | 38.47%-19.1pp | 35.73%-16.4pp | 373.66%-354.3pp |
| Employer contribution / active EE | $469 | $4,106-88.6% | $3,740-87.4% | $4,754-90.1% |
| Participant deferral / active EE | $10,000 | $5,456+83.3% | $4,880+104.9% | $6,712+49.0% |
| Admin fee / account holder | $1,061 | $7,885-86.5% | $6,735-84.2% | $11,409-90.7% |