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 | $50,157 | $75,058-33.2% | $152,301-67.1% | $64,340-22.0% |
| Participation rate | 36.8% | 60.9%-24.1pp | 82.4%-45.7pp | 55.2%-18.5pp |
| Annual return | 57.27% | 29.93%+27.3pp | 80.50%-23.2pp | 24.14%+33.1pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $4,624-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $4,516 | $5,041-10.4% | $8,004-43.6% | $2,980+51.5% |
| Admin fee / account holder | $485 | $4,050-88.0% | $14,398-96.6% | $3,703-86.9% |