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 | $57,893 | $155,555-62.8% | $146,866-60.6% | $155,188-62.7% |
| Participation rate | 43.8% | 84.0%-40.2pp | 82.5%-38.8pp | 80.8%-37.1pp |
| Annual return | 23.21% | 115.41%-92.2pp | 102.85%-79.6pp | 148.84%-125.6pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,731 | $8,044-41.2% | $7,759-39.0% | $6,531-27.6% |
| Admin fee / account holder | $5,013 | $14,755-66.0% | $13,620-63.2% | $14,480-65.4% |