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 | $120,901 | $108,882+11.0% | $96,754+25.0% | $154,746-21.9% |
| Participation rate | 15.0% | 75.1%-60.1pp | 70.3%-55.3pp | 80.7%-65.7pp |
| Annual return | 8.96% | 98.39%-89.4pp | 82.04%-73.1pp | 172.34%-163.4pp |
| Employer contribution / active EE | $59 | $3,018-98.1% | $2,679-97.8% | $4,379-98.7% |
| Participant deferral / active EE | $3,129 | $5,323-41.2% | $4,758-34.2% | $6,730-53.5% |
| Admin fee / account holder | $1,327 | $10,200-87.0% | $8,905-85.1% | $14,365-90.8% |