Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $120,755 | $162,136-25.5% | $152,301-20.7% | $154,746-22.0% |
| Participation rate | 42.9% | 84.1%-41.2pp | 82.4%-39.6pp | 80.7%-37.8pp |
| Annual return | 16.98% | 91.02%-74.0pp | 80.50%-63.5pp | 172.34%-155.4pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,488 | $8,341-58.2% | $8,004-56.4% | $6,730-48.2% |
| Admin fee / account holder | $1,214 | $15,759-92.3% | $14,398-91.6% | $14,365-91.6% |