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 | $44,043 | $227,399-80.6% | $189,758-76.8% | $198,609-77.8% |
| Participation rate | 58.3% | 84.0%-25.7pp | 79.8%-21.5pp | 82.4%-24.0pp |
| Annual return | 13.85% | 61.03%-47.2pp | 52.62%-38.8pp | 202.70%-188.8pp |
| Employer contribution / active EE | $1,104 | $5,526-80.0% | $4,767-76.8% | $5,055-78.2% |
| Participant deferral / active EE | $7,092 | $6,837+3.7% | $5,856+21.1% | $6,977+1.7% |
| Admin fee / account holder | $23,349 | $25,162-7.2% | $20,388+14.5% | $19,030+22.7% |