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 | $62,217 | $73,638-15.5% | $95,960-35.2% | $73,493-15.3% |
| Participation rate | 50.5% | 76.2%-25.7pp | 77.1%-26.6pp | 70.7%-20.2pp |
| Annual return | 15.20% | 16.78%-1.6pp | 91.63%-76.4pp | 28.51%-13.3pp |
| Employer contribution / active EE | $464 | $1,863-75.1% | $2,541-81.7% | $2,270-79.5% |
| Participant deferral / active EE | $2,551 | $3,617-29.5% | $4,167-38.8% | $3,740-31.8% |
| Admin fee / account holder | $1,978 | $482+310.2% | $6,797-70.9% | $513+285.5% |