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 | $35,033 | $160,040-78.1% | $147,096-76.2% | $145,877-76.0% |
| Participation rate | 57.9% | 84.0%-26.1pp | 82.2%-24.3pp | 80.3%-22.4pp |
| Annual return | 37.16% | 98.49%-61.3pp | 419.75%-382.6pp | 551.28%-514.1pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,654 | $8,429-44.8% | $8,071-42.3% | $6,691-30.4% |
| Admin fee / account holder | $13,307 | $15,050-11.6% | $13,005+2.3% | $13,402-0.7% |