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 | $58,806 | $209,428-71.9% | $178,498-67.1% | $158,950-63.0% |
| Participation rate | 40.0% | 86.4%-46.4pp | 81.9%-41.9pp | 82.0%-42.0pp |
| Annual return | 9.47% | 188.78%-179.3pp | 151.09%-141.6pp | 302.91%-293.4pp |
| Employer contribution / active EE | $656 | $5,707-88.5% | $5,011-86.9% | $4,762-86.2% |
| Participant deferral / active EE | $2,107 | $5,955-64.6% | $5,202-59.5% | $5,983-64.8% |
| Admin fee / account holder | $5,656 | $17,077-66.9% | $13,985-59.6% | $11,248-49.7% |