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 | $101,218 | $93,346+8.4% | $71,796+41.0% | $273,972-63.1% |
| Participation rate | 42.9% | 76.5%-33.7pp | 69.1%-26.3pp | 83.0%-40.2pp |
| Annual return | 11.29% | 130.39%-119.1pp | 78.04%-66.8pp | 41.46%-30.2pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,714 | $3,475-21.9% | $2,794-2.9% | $5,287-48.7% |
| Admin fee / account holder | $1,530 | $6,571-76.7% | $4,815-68.2% | $10,133-84.9% |