Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $171,904 | $144,130+19.3% | $117,861+45.9% | $147,586+16.5% |
| Participation rate | 50.0% | 83.4%-33.4pp | 79.7%-29.7pp | 82.8%-32.8pp |
| Annual return | 16.27% | 531.20%-514.9pp | 335.11%-318.8pp | 578.59%-562.3pp |
| Employer contribution / active EE | $402 | $4,897-91.8% | $3,786-89.4% | $4,876-91.8% |
| Participant deferral / active EE | $6,149 | $5,316+15.7% | $4,482+37.2% | $5,439+13.1% |
| Admin fee / account holder | $13,452 | $10,887+23.6% | $8,021+67.7% | $10,886+23.6% |