Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $25,821 | $110,379-76.6% | $102,412-74.8% | $145,884-82.3% |
| Participation rate | 56.5% | 77.9%-21.4pp | 74.5%-18.0pp | 80.3%-23.8pp |
| Annual return | 12.86% | 24.84%-12.0pp | 24.94%-12.1pp | 551.85%-539.0pp |
| Employer contribution / active EE | $2 | $4,216-99.9% | $3,870-99.9% | $4,662-100.0% |
| Participant deferral / active EE | $5,150 | $5,622-8.4% | $5,060+1.8% | $6,690-23.0% |
| Admin fee / account holder | $1,168 | $9,745-88.0% | $8,388-86.1% | $13,392-91.3% |