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 | $36,270 | $82,028-55.8% | $123,105-70.5% | $59,633-39.2% |
| Participation rate | 51.7% | 83.2%-31.5pp | 86.8%-35.1pp | 68.7%-16.9pp |
| Annual return | 0.17% | 5.12%-4.9pp | 13.22%-13.0pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $242 | $3,297-92.7% | $5,151-95.3% | $2,203-89.0% |
| Participant deferral / active EE | $2,817 | $4,667-39.6% | $6,229-54.8% | $3,192-11.7% |
| Admin fee / account holder | $1,637 | $5,879-72.1% | $9,014-81.8% | $4,297-61.9% |