Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $42,120 | $202,342-79.2% | $172,752-75.6% | $152,897-72.5% |
| Participation rate | 57.1% | 87.1%-29.9pp | 82.6%-25.5pp | 82.5%-25.3pp |
| Annual return | 32.46% | 1029.83%-997.4pp | 802.97%-770.5pp | 345.43%-313.0pp |
| Employer contribution / active EE | $1,140 | $5,858-80.5% | $5,144-77.8% | $4,764-76.1% |
| Participant deferral / active EE | $6,408 | $5,948+7.7% | $5,198+23.3% | $5,851+9.5% |
| Admin fee / account holder | $1,142 | $17,111-93.3% | $13,955-91.8% | $11,599-90.2% |