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 | $218,001 | $106,549+104.6% | $91,225+139.0% | $134,509+62.1% |
| Participation rate | 58.3% | 76.8%-18.5pp | 73.2%-14.9pp | 81.2%-22.9pp |
| Annual return | 42.00% | 160.73%-118.7pp | 114.10%-72.1pp | 418.13%-376.1pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,851-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,832 | $4,719+2.4% | $4,234+14.1% | $6,400-24.5% |
| Admin fee / account holder | $5,540 | $6,234-11.1% | $5,422+2.2% | $11,427-51.5% |