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 | $113,193 | $210,908-46.3% | $153,643-26.3% | $145,884-22.4% |
| Participation rate | 66.7% | 82.1%-15.5pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 13.87% | 13.46%+0.4pp | 15.71%-1.8pp | 551.85%-538.0pp |
| Employer contribution / active EE | $427 | $6,055-92.9% | $5,039-91.5% | $4,662-90.8% |
| Participant deferral / active EE | $2,847 | $7,976-64.3% | $6,754-57.8% | $6,690-57.4% |
| Admin fee / account holder | $1,141 | $19,477-94.1% | $12,739-91.0% | $13,392-91.5% |