Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $67,883 | $169,356-59.9% | $129,406-47.5% | $145,897-53.5% |
| Participation rate | 60.0% | 76.5%-16.5pp | 69.6%-9.6pp | 80.3%-20.3pp |
| Annual return | 28.79% | 14418.62%-14389.8pp | 9468.18%-9439.4pp | 552.29%-523.5pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,155-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,748 | $4,987-64.9% | $4,167-58.0% | $6,689-73.9% |
| Admin fee / account holder | $780 | $9,915-92.1% | $7,689-89.9% | $13,390-94.2% |