Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $50,649 | $80,812-37.3% | $160,784-68.5% | $82,448-38.6% |
| Participation rate | 29.5% | 66.2%-36.8pp | 77.0%-47.5pp | 68.1%-38.6pp |
| Annual return | 13.94% | 100.59%-86.6pp | 1803.92%-1790.0pp | 41.64%-27.7pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,693 | $4,335-37.9% | $6,293-57.2% | $4,139-34.9% |
| Admin fee / account holder | $5,208 | $7,695-32.3% | $9,717-46.4% | $7,234-28.0% |