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 | $67,320 | $85,766-21.5% | $136,298-50.6% | $70,126-4.0% |
| Participation rate | 41.2% | 74.2%-33.0pp | 81.9%-40.7pp | 69.5%-28.4pp |
| Annual return | 15.79% | 31.46%-15.7pp | 5156.27%-5140.5pp | 73.15%-57.4pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,507 | $5,051-50.4% | $6,247-59.9% | $3,332-24.8% |
| Admin fee / account holder | $661 | $5,421-87.8% | $9,244-92.8% | $4,645-85.8% |