Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $64,952 | $129,737-49.9% | $119,126-45.5% | $154,746-58.0% |
| Participation rate | 35.3% | 78.9%-43.6pp | 75.8%-40.5pp | 80.7%-45.4pp |
| Annual return | 19.75% | 379.08%-359.3pp | 282.11%-262.4pp | 172.34%-152.6pp |
| Employer contribution / active EE | $787 | $4,375-82.0% | $4,034-80.5% | $4,379-82.0% |
| Participant deferral / active EE | $3,050 | $5,842-47.8% | $5,318-42.6% | $6,730-54.7% |
| Admin fee / account holder | $958 | $11,961-92.0% | $10,693-91.0% | $14,365-93.3% |