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 | $101,360 | $77,157+31.4% | $108,405-6.5% | $85,851+18.1% |
| Participation rate | 53.7% | 74.7%-21.0pp | 80.1%-26.4pp | 69.3%-15.6pp |
| Annual return | 19.45% | 44.55%-25.1pp | 905.55%-886.1pp | 318.63%-299.2pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,559-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,723 | $5,567-15.2% | $6,563-28.0% | $3,952+19.5% |
| Admin fee / account holder | $1,355 | $5,174-73.8% | $7,297-81.4% | $6,261-78.4% |