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 | $40,360 | $85,206-52.6% | $172,745-76.6% | $72,986-44.7% |
| Participation rate | 51.3% | 70.1%-18.8pp | 82.6%-31.4pp | 69.5%-18.2pp |
| Annual return | 20.99% | 27.32%-6.3pp | 802.90%-781.9pp | 81.01%-60.0pp |
| Employer contribution / active EE | $377 | $3,325-88.7% | $5,144-92.7% | $2,440-84.6% |
| Participant deferral / active EE | $2,407 | $3,260-26.2% | $5,197-53.7% | $3,607-33.3% |
| Admin fee / account holder | $3,671 | $5,883-37.6% | $13,954-73.7% | $5,124-28.4% |