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 | $84,688 | $131,835-35.8% | $108,582-22.0% | $273,972-69.1% |
| Participation rate | 52.9% | 83.5%-30.5pp | 79.6%-26.6pp | 83.0%-30.1pp |
| Annual return | 11.17% | -91.57%+102.7pp | -51.70%+62.9pp | 41.46%-30.3pp |
| Employer contribution / active EE | $441 | $4,913-91.0% | $3,758-88.3% | $4,869-90.9% |
| Participant deferral / active EE | $3,253 | $5,127-36.6% | $4,311-24.5% | $5,287-38.5% |
| Admin fee / account holder | $1,109 | $10,253-89.2% | $7,645-85.5% | $10,133-89.1% |