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 | $57,024 | $81,208-29.8% | $98,920-42.4% | $79,856-28.6% |
| Participation rate | 43.5% | 72.5%-29.0pp | 76.0%-32.6pp | 69.6%-26.2pp |
| Annual return | 10.79% | 60.99%-50.2pp | 196.47%-185.7pp | 31.71%-20.9pp |
| Employer contribution / active EE | $324 | $1,960-83.5% | $2,689-88.0% | $2,471-86.9% |
| Participant deferral / active EE | $1,958 | $3,265-40.0% | $4,245-53.9% | $3,741-47.7% |
| Admin fee / account holder | $14,596 | $6,013+142.7% | $6,643+119.7% | $5,306+175.1% |