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 | $28,182 | $85,169-66.9% | $172,755-83.7% | $72,983-61.4% |
| Participation rate | 27.0% | 70.1%-43.0pp | 82.6%-55.6pp | 69.5%-42.5pp |
| Annual return | 19.79% | 27.32%-7.5pp | 802.94%-783.2pp | 81.01%-61.2pp |
| Employer contribution / active EE | $259 | $3,324-92.2% | $5,144-95.0% | $2,440-89.4% |
| Participant deferral / active EE | $981 | $3,260-69.9% | $5,198-81.1% | $3,608-72.8% |
| Admin fee / account holder | $660 | $5,880-88.8% | $13,955-95.3% | $5,124-87.1% |