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 | $85,603 | $162,812-47.4% | $133,971-36.1% | $158,966-46.1% |
| Participation rate | 63.2% | 83.2%-20.1pp | 79.8%-16.7pp | 82.0%-18.8pp |
| Annual return | 13.26% | 41.94%-28.7pp | 45.09%-31.8pp | 302.95%-289.7pp |
| Employer contribution / active EE | $789 | $4,976-84.1% | $3,919-79.9% | $4,762-83.4% |
| Participant deferral / active EE | $4,301 | $5,910-27.2% | $5,047-14.8% | $5,983-28.1% |
| Admin fee / account holder | $3,639 | $11,741-69.0% | $8,929-59.3% | $11,250-67.7% |