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 | $38,534 | $53,837-28.4% | $75,714-49.1% | $85,847-55.1% |
| Participation rate | 37.3% | 69.1%-31.8pp | 74.8%-37.6pp | 69.3%-32.1pp |
| Annual return | 21.87% | 24.54%-2.7pp | 104.62%-82.7pp | 318.61%-296.7pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,744-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,292 | $2,895-55.4% | $3,820-66.2% | $3,952-67.3% |
| Admin fee / account holder | $1,818 | $3,339-45.6% | $3,619-49.8% | $6,261-71.0% |