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 | $52,545 | $58,726-10.5% | $142,898-63.2% | $85,851-38.8% |
| Participation rate | 50.0% | 58.5%-8.5pp | 72.0%-22.0pp | 69.3%-19.3pp |
| Annual return | 34.91% | 27.73%+7.2pp | 5639.64%-5604.7pp | 318.63%-283.7pp |
| Employer contribution / active EE | $0 | $1,424-100.0% | $4,146-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,040 | $2,609+54.9% | $3,838+5.2% | $3,952+2.2% |
| Admin fee / account holder | $686 | $4,234-83.8% | $6,560-89.5% | $6,261-89.0% |