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 | $39,230 | $198,457-80.2% | $170,435-77.0% | $147,586-73.4% |
| Participation rate | 46.7% | 88.0%-41.3pp | 83.6%-36.9pp | 82.8%-36.2pp |
| Annual return | 18.50% | 257.30%-238.8pp | 205.94%-187.4pp | 578.59%-560.1pp |
| Employer contribution / active EE | $691 | $6,183-88.8% | $5,432-87.3% | $4,876-85.8% |
| Participant deferral / active EE | $2,437 | $5,629-56.7% | $4,939-50.7% | $5,439-55.2% |
| Admin fee / account holder | $400 | $16,852-97.6% | $13,881-97.1% | $10,886-96.3% |