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 | $79,173 | $112,131-29.4% | $95,964-17.5% | $158,982-50.2% |
| Participation rate | 60.0% | 79.0%-19.0pp | 77.1%-17.1pp | 82.0%-22.0pp |
| Annual return | 22.24% | 171.19%-148.9pp | 91.64%-69.4pp | 302.99%-280.7pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,912 | $4,784-60.0% | $4,167-54.1% | $5,983-68.0% |
| Admin fee / account holder | $805 | $10,136-92.1% | $6,797-88.2% | $11,252-92.8% |