Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $21,432 | $58,311-63.2% | $81,882-73.8% | $80,959-73.5% |
| Participation rate | 14.6% | 63.5%-48.9pp | 72.4%-57.8pp | 67.7%-53.1pp |
| Annual return | 25.69% | 41.85%-16.2pp | 779.47%-753.8pp | 35.67%-10.0pp |
| Employer contribution / active EE | $58 | $2,347-97.5% | $2,916-98.0% | $2,757-97.9% |
| Participant deferral / active EE | $779 | $3,287-76.3% | $4,323-82.0% | $4,300-81.9% |
| Admin fee / account holder | $819 | $4,752-82.8% | $7,360-88.9% | $6,925-88.2% |