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 | $223,698 | $117,829+89.8% | $102,423+118.4% | $145,877+53.3% |
| Participation rate | 53.8% | 78.6%-24.8pp | 76.5%-22.7pp | 80.3%-26.5pp |
| Annual return | 17.94% | 31.83%-13.9pp | 29.42%-11.5pp | 551.28%-533.3pp |
| Employer contribution / active EE | $492 | $3,615-86.4% | $3,023-83.7% | $4,663-89.5% |
| Participant deferral / active EE | $2,541 | $5,732-55.7% | $5,054-49.7% | $6,691-62.0% |
| Admin fee / account holder | $7,412 | $13,335-44.4% | $9,455-21.6% | $13,402-44.7% |