Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $25,452 | $72,446-64.9% | $67,561-62.3% | $145,877-82.6% |
| Participation rate | 69.6% | 76.9%-7.3pp | 72.9%-3.3pp | 80.3%-10.7pp |
| Annual return | 18.73% | 7211.98%-7193.3pp | 3525.44%-3506.7pp | 551.28%-532.6pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $9,562 | $4,785+99.9% | $4,003+138.9% | $6,691+42.9% |
| Admin fee / account holder | $916 | $5,541-83.5% | $4,006-77.1% | $13,402-93.2% |