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 | $35,249 | $115,810-69.6% | $101,271-65.2% | $158,966-77.8% |
| Participation rate | 27.8% | 79.4%-51.6pp | 75.8%-48.0pp | 82.0%-54.2pp |
| Annual return | 13.44% | 56.15%-42.7pp | 46.48%-33.0pp | 302.95%-289.5pp |
| Employer contribution / active EE | $258 | $4,175-93.8% | $3,660-93.0% | $4,762-94.6% |
| Participant deferral / active EE | $2,390 | $4,958-51.8% | $4,371-45.3% | $5,983-60.0% |
| Admin fee / account holder | $3,589 | $7,248-50.5% | $5,948-39.7% | $11,250-68.1% |