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 | $95,466 | $165,381-42.3% | $149,730-36.2% | $158,966-39.9% |
| Participation rate | 44.4% | 84.6%-40.1pp | 82.5%-38.0pp | 82.0%-37.5pp |
| Annual return | 9.14% | 348.29%-339.2pp | 276.70%-267.6pp | 302.95%-293.8pp |
| Employer contribution / active EE | $568 | $5,104-88.9% | $4,645-87.8% | $4,762-88.1% |
| Participant deferral / active EE | $4,530 | $7,182-36.9% | $6,843-33.8% | $5,983-24.3% |
| Admin fee / account holder | $3,251 | $10,809-69.9% | $9,310-65.1% | $11,250-71.1% |