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 | $90,976 | $118,708-23.4% | $98,920-8.0% | $158,966-42.8% |
| Participation rate | 62.5% | 77.8%-15.3pp | 76.0%-13.5pp | 82.0%-19.5pp |
| Annual return | 15.78% | 372.49%-356.7pp | 196.47%-180.7pp | 302.95%-287.2pp |
| Employer contribution / active EE | $0 | $3,334-100.0% | $2,689-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,339 | $5,089-54.0% | $4,245-44.9% | $5,983-60.9% |
| Admin fee / account holder | $12,005 | $10,134+18.5% | $6,643+80.7% | $11,250+6.7% |