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 | $140,960 | $209,422-32.7% | $178,503-21.0% | $158,982-11.3% |
| Participation rate | 38.9% | 86.4%-47.5pp | 81.9%-43.0pp | 82.0%-43.1pp |
| Annual return | 20.35% | 188.81%-168.5pp | 151.12%-130.8pp | 302.99%-282.6pp |
| Employer contribution / active EE | $1,023 | $5,707-82.1% | $5,011-79.6% | $4,763-78.5% |
| Participant deferral / active EE | $2,461 | $5,955-58.7% | $5,202-52.7% | $5,983-58.9% |
| Admin fee / account holder | $659 | $17,079-96.1% | $13,987-95.3% | $11,252-94.1% |