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 | $44,462 | $78,707-43.5% | $117,861-62.3% | $70,126-36.6% |
| Participation rate | 53.1% | 73.2%-20.1pp | 79.7%-26.6pp | 69.5%-16.5pp |
| Annual return | 16.51% | 23.30%-6.8pp | 335.11%-318.6pp | 73.15%-56.6pp |
| Employer contribution / active EE | $391 | $2,223-82.4% | $3,786-89.7% | $2,343-83.3% |
| Participant deferral / active EE | $1,563 | $3,297-52.6% | $4,482-65.1% | $3,332-53.1% |
| Admin fee / account holder | $3,450 | $5,066-31.9% | $8,021-57.0% | $4,645-25.7% |