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 | $57,308 | $217,432-73.6% | $185,851-69.2% | $167,553-65.8% |
| Participation rate | 45.5% | 86.1%-40.6pp | 81.7%-36.3pp | 82.1%-36.7pp |
| Annual return | 13.92% | 148.43%-134.5pp | 122.11%-108.2pp | 478.89%-465.0pp |
| Employer contribution / active EE | $1,011 | $5,874-82.8% | $5,168-80.4% | $4,840-79.1% |
| Participant deferral / active EE | $4,301 | $6,357-32.3% | $5,569-22.8% | $6,343-32.2% |
| Admin fee / account holder | $1,737 | $19,820-91.2% | $16,245-89.3% | $12,316-85.9% |