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.
Participant 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 | $201,601 | $150,435+34.0% | $120,580+67.2% | $145,897+38.2% |
| Participation rate | 53.8% | 78.8%-25.0pp | 72.0%-18.1pp | 80.3%-26.5pp |
| Annual return | 12.88% | 154.60%-141.7pp | 107.48%-94.6pp | 552.29%-539.4pp |
| Employer contribution / active EE | $911 | $4,352-79.1% | $3,469-73.7% | $4,663-80.5% |
| Participant deferral / active EE | $1,073 | $6,174-82.6% | $4,995-78.5% | $6,689-84.0% |
| Admin fee / account holder | $27,732 | $12,182+127.6% | $9,418+194.4% | $13,390+107.1% |