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 | $66,883 | $175,259-61.8% | $149,723-55.3% | $139,487-52.1% |
| Participation rate | 57.1% | 83.4%-26.3pp | 78.8%-21.6pp | 80.3%-23.2pp |
| Annual return | 13.64% | 166.82%-153.2pp | 134.50%-120.9pp | 373.84%-360.2pp |
| Employer contribution / active EE | $1,076 | $5,478-80.4% | $4,821-77.7% | $4,755-77.4% |
| Participant deferral / active EE | $4,181 | $6,522-35.9% | $5,682-26.4% | $6,713-37.7% |
| Admin fee / account holder | $6,070 | $16,158-62.4% | $13,215-54.1% | $11,407-46.8% |