Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $46,758 | $180,749-74.1% | $160,784-70.9% | $137,256-65.9% |
| Participation rate | 52.9% | 80.0%-27.0pp | 77.0%-24.0pp | 80.0%-27.0pp |
| Annual return | 16.47% | 2234.46%-2218.0pp | 1803.92%-1787.5pp | 220.34%-203.9pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,292 | $6,844-66.5% | $6,293-63.6% | $6,407-64.2% |
| Admin fee / account holder | $5,880 | $10,397-43.4% | $9,717-39.5% | $12,270-52.1% |