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 | $135,182 | $60,442+123.7% | $96,754+39.7% | $87,485+54.5% |
| Participation rate | 47.8% | 58.7%-10.9pp | 70.3%-22.5pp | 68.9%-21.2pp |
| Annual return | 14.76% | 21.97%-7.2pp | 82.04%-67.3pp | 26.06%-11.3pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,754 | $3,280+44.9% | $4,758-0.1% | $4,274+11.2% |
| Admin fee / account holder | $3,318 | $5,069-34.5% | $8,905-62.7% | $7,775-57.3% |