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 | $243,277 | $171,867+41.5% | $149,721+62.5% | $147,586+64.8% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | 17.87% | 2113.36%-2095.5pp | 1501.67%-1483.8pp | 578.59%-560.7pp |
| Employer contribution / active EE | $133 | $6,275-97.9% | $5,444-97.6% | $4,876-97.3% |
| Participant deferral / active EE | $6,375 | $7,270-12.3% | $6,568-2.9% | $5,439+17.2% |
| Admin fee / account holder | $610 | $13,799-95.6% | $11,282-94.6% | $10,886-94.4% |