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 | $33,279 | $59,006-43.6% | $97,295-65.8% | $74,478-55.3% |
| Participation rate | 24.6% | 63.7%-39.1pp | 72.7%-48.1pp | 67.2%-42.6pp |
| Annual return | 11.82% | 16.04%-4.2pp | 75.62%-63.8pp | 1370.56%-1358.7pp |
| Employer contribution / active EE | $402 | $1,894-78.7% | $2,723-85.2% | $2,626-84.7% |
| Participant deferral / active EE | $1,309 | $3,671-64.4% | $4,264-69.3% | $4,350-69.9% |
| Admin fee / account holder | $5,049 | $1,974+155.8% | $5,646-10.6% | $1,946+159.5% |