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 | $174,723 | $97,648+78.9% | $121,663+43.6% | $87,485+99.7% |
| Participation rate | 58.1% | 70.5%-12.4pp | 74.5%-16.4pp | 68.9%-10.9pp |
| Annual return | 12.78% | 18.03%-5.2pp | 147.54%-134.8pp | 26.06%-13.3pp |
| Employer contribution / active EE | $542 | $2,300-76.4% | $3,020-82.1% | $2,596-79.1% |
| Participant deferral / active EE | $1,815 | $3,923-53.7% | $4,887-62.9% | $4,274-57.5% |
| Admin fee / account holder | $7,295 | $11,100-34.3% | $14,289-48.9% | $7,775-6.2% |