Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $140,908 | $88,778+58.7% | $81,844+72.2% | $145,884-3.4% |
| Participation rate | 35.7% | 75.1%-39.4pp | 72.4%-36.7pp | 80.3%-44.6pp |
| Annual return | 15.97% | 1033.03%-1017.1pp | 778.87%-762.9pp | 551.85%-535.9pp |
| Employer contribution / active EE | $50 | $3,087-98.4% | $2,916-98.3% | $4,662-98.9% |
| Participant deferral / active EE | $4,786 | $4,648+3.0% | $4,323+10.7% | $6,690-28.5% |
| Admin fee / account holder | $552 | $8,430-93.4% | $7,355-92.5% | $13,392-95.9% |